
When this happens...

Automatically do this!
Create Task
Update Task
Find Tasks By Id or Name
Create Comment
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new Task is Created.
Trigger when new task is created or Updated.
Trigger when new Comment is Created.
Trigger when new Propject is Created.
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 Nozbe accounts to viaSocket. Once connected, you can set up a workflow where an event in Klipfolio triggers actions in Nozbe (or vice versa).
Absolutely. You can customize how Klipfolio data is recorded in Nozbe . This includes choosing which data fields go into which fields of Nozbe , setting up custom formats, and filtering out unwanted information.
The data sync between Klipfolio and Nozbe 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 Nozbe . 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 MoreNozbe is an organizational tool for busy professionals and small teams that helps them to get stuff done in work and in private life.
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