
When this happens...

Automatically do this!
List all Folders
Create a Folder
Update a folder
Delete a Folder
Create Tag
Create Activity
List all Activities
Update Activity
Delete Activity
Get All Tags and Mentions
Update Tag
Delete Tag
Create Mention
Update Mention
Delete Mention
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when an activity is created.
Triggers when an activity is deleted.
Triggers when an activity is updated.
Triggers when a folder is created.
Triggers when a folder is updated.
Triggers when a folder is deleted.
Action is the task that follows automatically within your Klipfolio integrations.
Add a specified user to one group at a time.
Delete a specified user from specified groups.
Resend the invitation email to a new user.
Resend the invitation email to a new user.
Create/Update User Properties .
Delete User Properties.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Klipfolio and EARLY accounts to viaSocket. Once connected, you can set up a workflow where an event in Klipfolio triggers actions in EARLY (or vice versa).
Absolutely. You can customize how Klipfolio data is recorded in EARLY. This includes choosing which data fields go into which fields of EARLY, setting up custom formats, and filtering out unwanted information.
The data sync between Klipfolio and EARLY typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Klipfolio and EARLY. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.
Learn MoreEARLY is a cutting-edge platform designed to enhance productivity and streamline project management for teams and individuals. With its intuitive interface and robust features, EARLY helps users efficiently manage tasks, collaborate with team members, and track project progress in real-time. Ideal for businesses and freelancers looking to optimize their workflow and achieve their goals more effectively.
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