Full list

Supported Triggers & Actions

Everything you can automate between Rewiser and klenty.

When this happensTriggers

A trigger is an event that starts a workflow.

Transaction Added

Transaction Added

Runs when transaction added

Prospect Unsubscribe

Prospect Unsubscribe

Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.

Cadence First Reply

Cadence First Reply

Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.

On Bounce

On Bounce

Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.

On Cadence Completed

On Cadence Completed

Notifies when a Klenty cadence finishes for a contact or campaign so you can start follow-up actions.

On Click

On Click

Triggers when a Klenty email recipient clicks a link, providing recipient, link, and timestamp details.

Do thisActions

Action is the task that follows automatically within your Rewiser integrations.

List All Folders

List All Folders

View all folders and details

Create Transaction

Create Transaction

Add a transaction to folder

Get Recent Transactions

Get Recent Transactions

Show only recent transactions

Create Prospect

Create Prospect

Create a new prospect in Klenty

Change Status To Do Not Contact

Change Status To Do Not Contact

Mark a prospect as Do Not Contact to prevent future emails

Revert Prospect Status From Do Not Contact

Revert Prospect Status From Do Not Contact

Set a prospect's status to Do Not Contact using their email address.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

Trusted by Thousands. Recognized by the Best.

Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

viaSocket AI builder interface
AI Workflow Builder

From idea to automation.
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.

No coding required|Review before publishing|Works with 2,000+ apps
Create with AI

Need help building your workflow?

Get help instantly from AI or reach out to our support team.

viaSocket Support

We're here to help

Online
Support agent
What can I help you with?
How can I set trigger?
10:30 AM ✓

Instant answers

AI assistant available 24/7

Expert support

Connect with our specialists

Trusted & secure

Your data is safe with us

Start automating Rewiser and klenty free

No credit card required. Set up your first workflow in minutes.

Integrations Rewiser
Rewiser + klenty
Rewiser logo

About Rewiser

Rewiser is an AI-powered finance and budgeting platform for tracking expenses, income, and financial workflows.

Learn more
Integrations klenty
klenty + Rewiser
klenty logo

About klenty

Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.

Learn more

Frequently Asked Questions

How do I connect Rewiser and klenty?

Sign up for a free viaSocket account, then authorize both your Rewiser and klenty 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Rewiser and klenty as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Rewiser to klenty?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach klenty. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Rewiser triggers actions in klenty, and a separate workflow where klenty triggers actions in Rewiser. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Rewiser and klenty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Rewiser and klenty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.