Klippa Make integrationAutomate Klippa with Make.
Got documents piling up that someone still retypes by hand? The Klippa Make integration gives you 2 modules: one that parses a document and one that calls any Klippa API endpoint. This page shows you how to connect your API key and build a first scenario.
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What can the Klippa Make integration do for you?
The Klippa Make integration links your Klippa account to Make so a document can be read and turned into data without anyone opening it. You send a file or a URL, Klippa extracts the data defined by your template, and Make passes the result to the next app in your scenario, the automation you build step by step.
Stop retyping scanned paperwork. A PDF lands in a shared folder or arrives as an email attachment through another app's module. Parse a Document reads it, and the extracted values flow on to a spreadsheet or a CRM record. The file can come straight from the previous module or through a URL.
Read phone photos, not just PDFs. Field staff often snap a picture instead of scanning. Klippa accepts GIF, PNG, JPG and HEIC/HEIF files too, so an iPhone photo goes through the same scenario as a clean PDF.
Reach the parts of Klippa the list does not cover. Only two modules exist. When you need another endpoint of the Klippa API, Make an API Call uses the same connection and lets you send that request yourself.
What Make does not give you here: no trigger. Klippa never starts a scenario on its own, so the first module always belongs to another app or to Make's schedule. If you also run n8n, the n8n vs Make page lays out how the two tools differ. To go further on the editor itself, see our Make training, or read the Make review before you commit.
How do you connect Klippa to Make?
- 01
Copy your API key in Klippa
You need an active Klippa account and an API key. In Klippa, open Settings from the main menu, go to the API Access tab, and copy the key shown on screen. Keep it at hand for the next step.
- 02
Add a Klippa module in Make
In your scenario, add Parse a Document and click Create a connection. A connection is your Klippa account linked to Make once; every Klippa module reuses it afterwards. You can type a label in Connection name if you manage several accounts.
- 03
Paste the key and save
Paste the API key you copied from Klippa into the credentials field and confirm. If Make shows other on-screen instructions, follow them. Once saved, the connection appears in the module's dropdown and you can fill in the rest of its settings.
Build your first scenario with Klippa
GoalWhen a new file shows up in another app, Make sends it to Klippa and passes the parsed data on.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the big +. Pick the app that holds your files, a storage or email app, and choose the module that watches for new items.
- 02
Add Parse a Document
Click the + on the right of that first module, search for Klippa and pick Parse a Document. Select the connection you created, or click Create a connection if you have not yet.
- 03
Map the file
Fill in the module: map the file coming from the first module, or a URL pointing to it. What comes back follows the Klippa template used, so make sure it fits this kind of document.
- 04
Test with Run once
Drop a sample document in the source app, then click Run once. Read the bundle Parse a Document returned, that is the item handed to the next module, and check the extracted values.
- 05
Schedule and switch it on
Click the clock on the first module to set its schedule, every 15 minutes by default. Add a module after Klippa to store the data where your team works, then switch the scenario on.
What the Klippa modules do
Klippa gives you 2 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Make an API Call
ActionIn Make“Makes a request using the Rest API standard.”
Call any endpoint of the Klippa API from your scenario, with the connection you already set up. The response comes back as a bundle.
Parse a Document
ActionIn Make“Parses a document locally or through a URL and extracts data based on the template used. Parses GIF, PNG, JPG, HEIC/HEIF or PDF files.”
Hand it a file and get back structured data, following the Klippa template used. It reads GIF, PNG, JPG, HEIC/HEIF and PDF, from a previous module or a URL.
Need help automating Klippa with Make?
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