Klipfolio integration

Data and analytics connector, available on Zeplik

Klipfolio is available as an integration on Zeplik, the AI assistant that works across every model in one chat. Connect Klipfolio and Zeplik can act on your data and analytics for you: Klipfolio is a cloud-based business intelligence platform that enables users to create and share real-time dashboards and reports. You stay in the conversation while the assistant does the work in Klipfolio directly.

Zeplik exposes 5 read actions and 6 write actions for Klipfolio. Read actions run automatically; write actions stay off until you enable write access in Settings, so nothing is changed in Klipfolio without your consent.

Connect Klipfolio on Zeplik

Try Klipfolio on Zeplik

Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.

What Zeplik can do with Klipfolio

Read from Klipfolio (5)

Runs automatically in any conversation.

  • Get dashboard

    This tool retrieves detailed information about a specific dashboard (formerly known as tab) in klipfolio. it allows users to obtain comprehensive information including properties, settings, and metadata of the dashboard.

  • Get data source instance

    This tool retrieves detailed information about a specific data source instance in klipfolio. it can return data in either json or csv format depending on the data source type.

  • Get klips

    This tool retrieves a list of all klips accessible to the authenticated user. klips are visualization components in klipfolio that display data in various formats like charts, tables, or metrics.

  • Get profile

    This tool is used to retrieve the authenticated user's profile information and test the authentication status. it verifies api connectivity and access permissions by returning profile details such as user id, username, email, company information, role and permissions, and account status.

  • List data sources

    This tool retrieves a list of all data sources associated with an authenticated klipfolio account. it supports optional query parameters for pagination (limit and offset) and filtering by client id. the response includes details for each data source such as id, name, description, format, connector type, refresh interval, and timestamps.

Act in Klipfolio (6)

Runs only after you enable write access.

  • Append data to data source

    This tool appends plain-text or csv data to an existing data source in klipfolio. it requires two parameters: 'data' which contains the data in plain-text or csv format, and 'data source id' which specifies the target data source.

  • Create data source

    This tool creates a new data source in klipfolio. it uses the post /datasources endpoint to add a data source with required parameters (name, format, connector, endpointurl) and optional parameters (description, refreshinterval, method, additionalproperties).

  • Create tab

    This tool creates a new tab (dashboard) in klipfolio. a tab serves as a container for organizing and displaying klips (data visualizations) in a meaningful way. the tool allows users to set up a new dashboard with specific properties and configurations.

  • Delete data source

    This tool permanently removes a specified data source from the klipfolio account. this operation is destructive and cannot be undone. the data source must not be currently in use, and proper permissions are required.

  • Refresh multiple data sources

    This tool allows users to refresh multiple data sources in klipfolio simultaneously. it queues the specified data sources for refresh, updating their data from their respective sources. the tool automatically refreshes all available data sources associated with the authenticated account if no specific data source ids are provided.

  • Update data source

    This tool allows you to replace/update the data in an existing klipfolio data source. it completely replaces the existing data with new data in the specified data source. the tool requires new data (in plain-text or csv format) to be provided and updates the data source accordingly.

How to connect Klipfolio

  1. Sign in to Zeplik

    Create a free Zeplik account or sign in. New accounts start with free credits, so you can try Klipfolio immediately.

  2. Connect Klipfolio

    Open Settings and go to Connectors, then press Connect on Klipfolio. You can also connect from the Klipfolio page in the app.

  3. Add your Klipfolio API key

    Paste your Klipfolio API key when prompted. Zeplik stores it securely on the server and starts working with Klipfolio right away.

Frequently asked questions

Can I use Klipfolio with Zeplik?
Yes. Klipfolio is available as an integration on Zeplik. Connect it once and the AI assistant can work with your Klipfolio account inside any conversation.
What can Zeplik do with Klipfolio?
Once connected, Zeplik has 5 read and 6 write actions for Klipfolio. Klipfolio is a cloud-based business intelligence platform that enables users to create and share real-time dashboards and reports.
How do I connect Klipfolio to Zeplik?
You connect Klipfolio by pasting your own Klipfolio API key in Settings under Connectors. There is no separate app to install.
Does Zeplik change things in Klipfolio without asking?
No. Zeplik reads from Klipfolio by default. Any action that changes data in Klipfolio requires write access, which stays off until you enable it in Settings under Connectors.
How much does connecting Klipfolio cost?
Connecting Klipfolio is free. You only spend Zeplik credits when the assistant runs, and new accounts start with free credits.

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