Connect Plane.so and Klipfolio
Integrate Plane.so with Klipfolio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add User to Group in Klipfolio when New Issue Created in Planeso
Delete User from Group in Klipfolio when New Issue Created in Planeso
Reset Password operation in Klipfolio when New Issue Created in Planeso
Resend Invitation in Klipfolio when New Issue Created in Planeso
Create/Update User Properties in Klipfolio when New Issue Created in Planeso
Popular Plane.so + Klipfolio flows
Start from a real workflow other teams are already running.
Choose a trigger
Plane.so
When this happens...
New Issue Created
Issue Updated
Choose an action
Klipfolio
Automatically do this!
Add User to Group
Delete User from Group
Reset Password operation
Resend Invitation
Create/Update User Properties
Delete User Properties
Assign User to Role
Remove User from Role
Delete User Tab Instance
Add a user to the role
Remove a User from Role
Create New Group
Update Group Details
Delete Group
Create New Tab
Update Tab Details
Delete Tab
Create New Klip
Update Klip Details
Delete Klip
Add Klip to Tab
Delete Klip from Tab
Add User to Group in Klipfolio when New Issue Created in Planeso
Use this flowDelete User from Group in Klipfolio when New Issue Created in Planeso
Use this flowReset Password operation in Klipfolio when New Issue Created in Planeso
Use this flowResend Invitation in Klipfolio when New Issue Created in Planeso
Use this flowCreate/Update User Properties in Klipfolio when New Issue Created in Planeso
Use this flowDelete User Properties in Klipfolio when New Issue Created in Planeso
Use this flowAssign User to Role in Klipfolio when New Issue Created in Planeso
Use this flowRemove User from Role in Klipfolio when New Issue Created in Planeso
Use this flowDelete User Tab Instance in Klipfolio when New Issue Created in Planeso
Use this flowAdd a user to the role in Klipfolio when New Issue Created in Planeso
Use this flowSupported Triggers & Actions
Everything you can automate between Plane.so and Klipfolio.
When this happensTriggers
A trigger is an event that starts a workflow.
New Issue Created
This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.
Issue Updated
Triggers when a issue is modify.
Do thisActions
Action is the task that follows automatically within your Plane.so integrations.
Add a Project
Add project in a workspace.
Fetch all projects
Fetches a list of all projects within a specified workspace.
Get Project Details
Get project details in a workspace.
Update project details
Update a project in a workspace.
Create an Issue
Adds a new issue to a specified project.
Retrieve Project Issues
Retrieves a list of all issues within a specific project.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Plane.so
Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.
Learn moreSimilar apps
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Plane.so and Klipfolio accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Plane.so and Klipfolio as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Klipfolio. No coding required.
Yes. You can set up a workflow where Plane.so triggers actions in Klipfolio, and a separate workflow where Klipfolio triggers actions in Plane.so. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Plane.so and Klipfolio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Plane.so and Klipfolio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
