Zapier is a powerful automation tool that connects your favorite apps, such as Gmail, Slack, and Google Sheets.
By creating automated workflows, which Zapier calls "Zaps," you can eliminate manual data entry and streamline your processes.
Connecting Klipy to Zapier allows you to build custom automations that trigger when something happens in Klipy, or perform actions in Klipy when something happens in another app.
The setup is slightly more technical than a simple one-click integration, but this method provides a highly flexible and powerful connection.
How the Connection Works: API Keys & Webhooks
To understand the setup, it's helpful to know the two key components you'll be using:
API Key: Think of this as your secure password for Zapier. It proves you own your Klipy account and gives Zapier permission to perform Actions on your behalf (e.g., "Create a new contact in Klipy").
Webhook: Think of this as Klipy's dedicated messenger to Zapier. You tell Klipy where to send messages (the Webhook URL), and it instantly notifies Zapier whenever a Trigger event occurs (e.g., "A new lead was just captured").
You will set up both to enable a full, two-way integration.
Step 1: Initial Setup (Get Your Klipy Credentials)
First, let's gather the necessary information from your Klipy account.
Part A: Generate Your Klipy API Key
Log in to your Klipy account.
Navigate to Settings > API.
Click "Generate New Key".
Give your key a descriptive name, such as "Zapier Integration," and click "Create".
Important: Copy this key immediately and store it somewhere safe (like a password manager). You will need it later in Step 2.
Part B: Locate Your Webhooks Menu
You don't need to do anything here yet, but know where to go.
In your Klipy account, navigate to Settings > Webhooks.
This is the page where you will tell Klipy where to send trigger events. You will get the destination URL from Zapier in the next step.
Step 2: Create Your First Zap & Connect Your Account
Now let's move to Zapier to build the workflow. For this example, we'll create a Zap that posts a message in Slack every time a new lead is captured in Klipy.
Part A: Accept the Zapier Invite
Because the Klipy app on Zapier is in a "beta" phase, you must use a special invitation link to access it.
After accepting the invite, click the "Create Zap" button in your Zapier dashboard.
Part B: Set up the Trigger (Klipy)
Choose App & Event: Search for and select Klipy (Beta). For the "Event," choose "New Lead Captured" (
lead.captured) from the dropdown and click "Continue".
Get Your Webhook URL: Zapier will now display a unique "Webhook URL." Click the "Copy" button to copy this URL to your clipboard. Do not close this window.
Configure the Webhook in Klipy:
Go back to your Klipy account and navigate to Settings > Webhooks.
Click "Add Endpoint".
Paste the Webhook URL you just copied from Zapier into the "Endpoint URL" field.
Give it a descriptive name, like "Zapier Triggers."
In the "Events to send" list, check the box for
lead.captured. You can select multiple events if you plan to create other Zaps using this same webhook.Click "Save".
Test the Trigger:
Return to the Zapier editor. Click the "Test trigger" button.
To send data, you may need to perform the trigger action in Klipy (e.g., create a new test lead).
Zapier will confirm it has received the data. Review the sample data and click "Continue".
Part C: Set up the Action (Slack)
Choose App & Event: Search for and select Slack. For the "Event," choose "Send Channel Message" and click "Continue".
Connect Account: Follow the prompts to connect your Slack account.
Set up Action:
Choose the Slack Channel where you want to post the message.
In the "Message Text" field, craft your message by mixing plain text with data fields from Klipy. Click into the field to see the available data from your trigger step.
Example:
New Klipy Lead Captured! :tada:
Name:
1. Lead NameEmail:
1. Lead EmailSource:
1. Lead Source
Test Action: Click "Test & Continue". Zapier will send a real message to Slack. Check your channel to ensure it looks correct!
Step 3: Name and Activate Your Zap
Give your Zap a descriptive name at the top of the page, like "New Klipy Leads to Slack."
Click the "Publish Zap" button.
Your workflow is now live!
Available Klipy Triggers and Actions
You can use Klipy as either a trigger or an action in your Zaps.
Available Triggers (Events from Klipy)
New Lead Captured (
lead.captured): When a brand new lead is captured.New Deal Created (
deal.created): When a new deal is created.Deal Stage Moved (
deal.moved): When a deal is moved into a different stage.Deal Closed (
deal.closed): When a deal is closed (Won or Lost).New Interaction Captured (
interaction.captured): When a new interaction is logged.Meeting Transcript Ready (
meeting.transcript.ready): When a meeting's transcript has been processed.Meeting Summary Ready (
meeting.summary.ready): When a meeting's AI summary is generated.Follow-up Created (
followup.created): When a new follow-up task is created.Follow-up Due (
followup.due): When a scheduled follow-up is now due.New Suggestion Created (
suggestion.created): When Klipy's AI generates a new suggestion.
Available Actions (Tasks in Klipy)
Create Contact: Create a new person or company in Klipy.
Update Contact: Update specific fields on an existing Klipy contact.
Find Contact: Search for an existing contact to use their ID in a later step (like "Update Contact").
Log an Interaction: Add a note, email, or other activity to a contact's timeline.
Navigation:
» Move on to Connecting Klipy with Make (R5.5.2)