Connect Klipfolio and exly to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Klipfolio
Choose an Action
Automatically do this!
- Request a new Action for exly
Enable Integrations or automations with these events of Klipfolio and exly
Enable Integrations or automations with these events of Klipfolio and exly
Actions
Add User to Group
Add a specified user to one group at a time.
Delete User from Group
Delete a specified user from specified groups.
Reset Password operation
Resend the invitation email to a new user.
Resend Invitation
Resend the invitation email to a new user.
Create/Update User Properties
Create/Update User Properties .
Delete User Properties
Delete User Properties.
Explore more automations built by businesses and experts
Know More About Klipfolio and Exly Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
Frequently Asked Questions
To start, connect both your Klipfolio and exly accounts to viaSocket. Once connected, you can set up a workflow where an event in Klipfolio triggers actions in exly (or vice versa).
Absolutely. You can customize how Klipfolio data is recorded in exly. This includes choosing which data fields go into which fields of exly, setting up custom formats, and filtering out unwanted information.
The data sync between Klipfolio and exly 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 exly. 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.
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.
Learn MoreAbout exly
An all-in-one solution built to help enterprises run businesses & manage their community using our sales and marketing suite and robust CRM.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2026 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.