Klipfolio integration
Klipfolio is the new way everyday people and their teams make informed decisions, backed by data. Klipfolio is a data analytics cloud app for building and sharing real-time business dashboards and reports on web browsers, TV monitors and mobile devices. Klipfolio helps you stay in-the-know and in control of your business by giving you visibility into the KPIs and metrics that matter most.
What your agents can do with Klipfolio
3 pre-built Klipfolio tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Update Datasource
Update the specified data source.
Delete Datasource
Delete the data source associated with a specific data source ID.
Create Datasource
Create a data source.
Set up Klipfolio in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Klipfolio account
In Relevance AI, open Integrations and add Klipfolio, then paste your API key. You will find it in your Klipfolio account settings.
Use Klipfolio in an agent
Create a tool, add a Klipfolio tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Klipfolio to work in your agents
Connect Klipfolio alongside 1,800+ other integrations and let your agents run the busywork.