Gmail integration with Klipfolio
How to Refresh Klipfolio data sources with new email search matches on Gmail [Business Gmail Accounts Only]
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Refresh Klipfolio data sources with new email search matches on Gmail [Business Gmail Accounts Only]" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Klipfolio integrations
Your business dashboard relies on data—and by connecting Klipfolio and Nekton, you can automatically get that data from thousands of different sources. Use Klipfolio and Nekton together to deliver real-time data and build world-class dashboards that you can share with your team or customers. Get performance metrics that support your insights and decisions without spending precious time importing data.
Klipfolio actions
Nekton can use any feature that is available in Klipfolio API.
Using our advanced AI, you can easily create custom automations for Klipfolio.
Here are some typical actions you can do in your automated workflows.
Add to Data Source
Add data to a data source in Klipfolio.
Refresh Data Source
Refresh a data source in Klipfolio.
Update Data Source
Replace data in a data source in Klipfolio.
About Klipfolio
Klipfolio 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.