Connect SimpleKPI and Folderit to Build Intelligent Automations
Enable Integrations or automations with these events of SimpleKPI and Folderit
Enable Integrations or automations with these events of SimpleKPI and Folderit
Actions
Add KPI entry
Add a KPI data entry with a date, actual and target values, and optional notes.
Update KPI entry
Update an existing KPI entry for a given date with new actual, target, or notes.
Create an Account
Create a new account.
Update Account Information
Update the details of an existing account.
Delete an Account
Delete a specific account.
Create a Group
Create a new group under the account.
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Frequently Asked Questions
To start, connect both your SimpleKPI and Folderit accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in Folderit (or vice versa).
Absolutely. You can customize how SimpleKPI data is recorded in Folderit. This includes choosing which data fields go into which fields of Folderit, setting up custom formats, and filtering out unwanted information.
The data sync between SimpleKPI and Folderit 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 SimpleKPI and Folderit. 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 SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
Learn MoreAbout Folderit
Folderit is a cloud-based document management system designed to help businesses and individuals securely store, manage, and share their documents online. It offers features such as document versioning, metadata tagging, approval workflows, and secure sharing options, making it an ideal solution for organizations looking to streamline their document management processes.
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