Guide to working with Zapier

Zapier enables you to connect web apps together, transfer data between them, automate tasks, and see your data update when things happen (event-based data updates) versus when data sources refresh. The link between two apps in Zapier is called a "Zap".

Watch this video for a quick introduction to creating a Zap using a Klipfolio pre-built Klip from the Klip Gallery:

This article includes the following sections:

What Klipfolio actions are supported?

The Klipfolio app on Zapier supports the following three actions:

  • Refresh Data Source - Refresh your data source in Klipfolio based on a new event(s) in a connected service.
  • Update Data Source - Push updates to your Klipfolio data source, replacing existing data with new data, for example, displaying text updates on a dashboard.
  • Add to Data Source - Append your Klipfolio data source to continuously add new data while retaining historical data. For this action, your data source must be in CSV format.

Each of our actions can be triggered by any of the other apps in Zapier (Gmail, Google Drive, Twitter, and more than 500 others).

What do I need to know before creating a Zap?

Before creating a Zap, you need to add a blank data source in Klipfolio and find and copy your Klipfolio API Key:

  • Add a blank data source: Before creating a Zap, you need to add a blank data source in Klipfolio, using an Excel, CSV, JSON, or XML format. If you don't have a blank data source, add one by clicking Data Sources > Create a New Data Source > Upload a File. You will select this data source during the process of setting up your Zap.

The format of your blank data source must match the data that is sent by the service you select for your Zap. For example, Google Drive sends data in CSV, so your blank data source would need to be in CSV format in order to populate.

The blank data source you add in Klipfolio must be set to not automatically refresh because with a Zap the refresh is done via our API, not through our automatic refresh queue. Data sources created from uploaded files, such as a CSV file, do not refresh. However, if you're using a web-accessible JSON or CSV data source, you must set the Queue for Refresh to Never. To do this, go to Data Sources > Select your data source > Beside About this Data Source, click Edit Properties > Select Never from the drop-down list at Queue for Refresh.

  • Find and copy your Klipfolio API Key: When connecting with Zapier, you will be asked for your Klipfolio API Key. Your API Key displays on your AccountMy Profile page, under General Information. If you don't have an API Key, you can generate one by clicking the Edit button beside General Information and selecting Generate New API Key.

How do I create a Zap for the Klipfolio app?

You create a Zap for your Klipfolio account in Zapier. It's a good idea to check your plan to find out how many Zaps you can trigger per day.

During the creation process, you will choose a service and a trigger. For example, you might choose Instagram as the service and set the trigger to activate when a photo or video is posted to your Instagram account.

You then choose the action you want the trigger to execute in Klipfolio. Using the Instagram example above, you could set an action to update your Klipfolio data source when the trigger (a photo or video is posted to your account) occurs.

To create a Zap for your Klipfolio account:

  1. In Zapier, log into your Zapier account, and click Make a Zap!
  2. Under Choose a Trigger App, select the service you want to connect to Klipfolio.
  3. Select a Trigger and complete additional steps if needed. For example, if you are connecting to Twitter and set the trigger as "Search Mention", you will also need to enter the "Search Term" that will activate the trigger.
  4. Click Connect an Account and enter the credentials for the service account you want to connect to. You will be prompted to allow Zapier to access your service account.
  5. After connecting, depending on the service, you may need to specify additional trigger parameters.
  6. Under Choose an Action App, select Klipfolio.
  7. Select the action you want to be executed by the trigger, for example, Update Data Source.
  8. Connect to your Klipfolio account. Follow the steps and enter your Klipfolio API Key when prompted. This authorizes Zapier to access your Klipfolio account.
  9. Next, select the Data Source in Klipfolio that you want to be updated when the trigger event takes place and the Data you want to send to the data source.
  10. Test the trigger to confirm it's working.
  11. When you're done, click Finish, name, and turn on your Zap.

Learn more

For more information and some troubleshooting tips, see Zapier's Help Documentation here.

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