
When this happens...

Automatically do this!
Create Contact
Update Contact
Create Task
Find or Create Contact
Create Draft
Create Post
Update Task
Find Contact
List Contact Books
List Conversation
List Responses
List Shared Labels
List Teams
List Users
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created
Triggers when a new comment is added
Triggers when a new message is received through email ,sms etc
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 Missive accounts to viaSocket. Once connected, you can set up a workflow where an event in Klipfolio triggers actions in Missive (or vice versa).
Absolutely. You can customize how Klipfolio data is recorded in Missive. This includes choosing which data fields go into which fields of Missive, setting up custom formats, and filtering out unwanted information.
The data sync between Klipfolio and Missive 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 Missive. 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 MoreEmail, group chat and tasks for productive teams. One app for all your internal and external communication.
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