Connect Process Street and Klipfolio
Integrate Process Street with Klipfolio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Assign User to Role in Klipfolio when Workflow Run Completed in Process Street
Add a user to the role in Klipfolio when Workflow Run Completed in Process Street
Create/Update User Properties in Klipfolio when New Task Checked in Process Street
Remove a User from Role in Klipfolio when New Task Checked in Process Street
Create New Tab in Klipfolio when New Task Checked in Process Street
Popular Process Street + Klipfolio flows
Start from a real workflow other teams are already running.
Choose a trigger
Process Street
When this happens...
New Workflow Run
Workflow Run Completed
New Task Checked
Task Ready
Data Set Record Created
Data Set Record 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
Assign User to Role in Klipfolio when Workflow Run Completed in Process Street
Use this flowAdd a user to the role in Klipfolio when Workflow Run Completed in Process Street
Use this flowCreate/Update User Properties in Klipfolio when New Task Checked in Process Street
Use this flowRemove a User from Role in Klipfolio when New Task Checked in Process Street
Use this flowCreate New Tab in Klipfolio when New Task Checked in Process Street
Use this flowCreate New Klip in Klipfolio when New Task Checked in Process Street
Use this flowDelete Klip in Klipfolio when New Task Checked in Process Street
Use this flowDelete Klip from Tab in Klipfolio when New Task Checked in Process Street
Use this flowResend Invitation in Klipfolio when Workflow Run Completed in Process Street
Use this flowCreate/Update User Properties in Klipfolio when New Workflow Run in Process-street
Use this flowSupported Triggers & Actions
Everything you can automate between Process Street and Klipfolio.
When this happensTriggers
A trigger is an event that starts a workflow.
New Workflow Run
Triggers when a workflow is run.
Workflow Run Completed
Triggers when a workflow run is completed.
New Task Checked
Triggers when a task is checked off in a workflow.
Task Ready
Triggers when a task is ready to be worked on.
Data Set Record Created
Triggers when a new record is added to a data set.
Data Set Record Updated
Triggers when an existing record is updated in a data set.
Do thisActions
Action is the task that follows automatically within your Process Street integrations.
Create Data Set Record
Creates Data set record for specified id.
Delete Data Set Record
Deletes an existing record in a data set.
Update Task
Update a task in workflow run.
List Workflows
Gets a list of active workflows.
List Users
Gets a list of users.
List Data Sets
Get a list of data sets.
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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AI will build it for you
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 Process Street
Automate your team's recurring tasks and workflows with Process Street, a powerful process management and checklist tool designed to enhance productivity and collaboration.
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 Process Street 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 Process Street 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 Process Street triggers actions in Klipfolio, and a separate workflow where Klipfolio triggers actions in Process Street. 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 Process Street and Klipfolio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Process Street 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.
