Connect Klipfolio and easify to Build Intelligent Automations

Choose a Trigger

Klipfolio

When this happens...

Choose an Action

easify

Automatically do this!

Enable Integrations or automations with these events of Klipfolio and easify

Enable Integrations or automations with these events of Klipfolio and easify

Actions

Add User to Group

Add User to Group

Add a specified user to one group at a time.

Delete User from Group

Delete User from Group

Delete a specified user from specified groups.

Reset Password operation

Reset Password operation

Resend the invitation email to a new user.

Resend Invitation

Resend Invitation

Resend the invitation email to a new user.

Create/Update User Properties

Create/Update User Properties

Create/Update User Properties .

Delete User Properties

Delete User Properties

Delete User Properties.

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Frequently Asked Questions

How do I start an integration between Klipfolio and easify?

To start, connect both your Klipfolio and easify accounts to viaSocket. Once connected, you can set up a workflow where an event in Klipfolio triggers actions in easify (or vice versa).

Can we customize how data from Klipfolio is recorded in easify?

Absolutely. You can customize how Klipfolio data is recorded in easify. This includes choosing which data fields go into which fields of easify, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Klipfolio and easify?

The data sync between Klipfolio and easify typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Klipfolio to easify?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Klipfolio and easify?

Yes, you can set conditional logic to control the flow of data between Klipfolio and easify. 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

About Klipfolio

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.

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easify

About easify

Easify is the premier SAAS based systems provider for all your Fintech, CRM, Telephony & Marketing needs.

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