Connect Klipfolio and Virtuous CRM 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 Virtuous CRM
Enable Integrations or automations with these events of Klipfolio and Virtuous CRM
Enable Integrations or automations with these events of Klipfolio and Virtuous CRM
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.
Know More About Klipfolio and Virtuous Crm 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.
Frequently Asked Questions
To start, connect both your Klipfolio and Virtuous CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Klipfolio triggers actions in Virtuous CRM (or vice versa).
Absolutely. You can customize how Klipfolio data is recorded in Virtuous CRM. This includes choosing which data fields go into which fields of Virtuous CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Klipfolio and Virtuous CRM 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 Virtuous CRM. 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 Virtuous CRM
Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.