Enable Integrations or automations with these events of Klipfolio and investnext
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 investnext accounts to viaSocket. Once connected, you can set up a workflow where an event in Klipfolio triggers actions in investnext (or vice versa).
Absolutely. You can customize how Klipfolio data is recorded in investnext. This includes choosing which data fields go into which fields of investnext, setting up custom formats, and filtering out unwanted information.
The data sync between Klipfolio and investnext 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 investnext. 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 MoreInvestNext is a workspace to manage the entire lifecycle of your real estate syndication.
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