Klipfolio

Automate Your Business Dashboards with Assista and Klipfolio

Connecting your Klipfolio account to Assista automates the data pipelines that fuel your business dashboards. Free yourself from the time-consuming, repetitive tasks of manually exporting data from your business apps and importing it into your data sources.

For solopreneurs, consultants, and founders who rely on data for decision-making, Assista ensures your Klipfolio dashboards are always live and accurate, all with simple, natural language commands.

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Key Actions

These are the core actions Assista can perform with your Klipfolio account, giving you the building blocks to create powerful automations. With a total of 9 actions available, you can manage your data sources and dashboards.

• Create Data Source: Automatically create a new data source in Klipfolio from your other business tools.
• Append Data: Add new rows of data to an existing data source to keep it updated.
• Update Data Source: Completely overwrite an existing data source with a fresh set of data.
• Get Dashboard: Retrieve information about a specific dashboard in your account.
• Refresh Data Sources: Automatically trigger a refresh for one or more of your data sources to ensure your data is current.

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Begin using Klipfolio templates today to unlock more from your business tools and reduce manual effort!