
When this happens...
New Contact
New Invoice
New Item
New Salesorder

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is added.
Triggers when a new invoice is created.
Triggers when a new item is created.
Triggers when a new salesorder is created.
Action is the task that follows automatically within your Zoho Inventory integrations.
Creates a new contact.
Creates a new invoice.
Creates a new item.
Creates a new sales order.
Add a specified user to one group at a time.
Delete a specified user from specified groups.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Zoho Inventory and Klipfolio accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Inventory triggers actions in Klipfolio (or vice versa).
Absolutely. You can customize how Zoho Inventory data is recorded in Klipfolio. This includes choosing which data fields go into which fields of Klipfolio, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Inventory and Klipfolio 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 Zoho Inventory and Klipfolio. 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.
Zoho Inventory is inventory management software for growing businesses to increase the sales and keep track of every unit with powerful stock management, order fulfillment, and inventory control.
Learn MoreKlipfolio 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.
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