
When this happens...

Automatically do this!
Create Task
Create Project
Delete Task
Update task
Add Comment To Task
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When this happensTriggers
A trigger is an event that starts a workflow.
Returns tasks from the selected project that were created within the past number of minutes specified by the scheduledTime input.
Returns comments added to the selected task within the past specified number of minutes.
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 GanttPRO accounts to viaSocket. Once connected, you can set up a workflow where an event in Klipfolio triggers actions in GanttPRO (or vice versa).
Absolutely. You can customize how Klipfolio data is recorded in GanttPRO. This includes choosing which data fields go into which fields of GanttPRO, setting up custom formats, and filtering out unwanted information.
The data sync between Klipfolio and GanttPRO 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 GanttPRO. 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 MoreGanttpro is a powerful project management tool that helps teams plan, schedule, and manage their projects using Gantt charts. It offers features like task management, resource allocation, and time tracking to ensure projects are completed on time and within budget.
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