Understand the fields used to track campaign work
A lightweight recurring inventory makes the board's campaign tracking structure easier to remember.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Custom Fields
Tool to retrieve a list of custom fields from Kanbanize with optional filtering. Use when you need to fetch custom field definitions, filter by field IDs, name, availability level, enabled status, types, or retrieve additional details like boards, card counts, and business rules.
Why this helps
Custom tracking fields can be easy to forget, especially when a campaign task returns after a break.
- Makes campaign tracking conventions easier to recall.
- Reduces avoidable questions about the board's setup.
- Provides a consistent reference for recurring campaign work.
Setup
Build it in a few focused steps.
- 1Connect Klaviyo and Kanbanize to Notis once through the portal.
- 2Create a scheduled automation in the portal or ask Notis to review the campaign board's custom fields.
- 3Use one plain-language prompt to retrieve and summarize the fields relevant to Klaviyo campaign tasks.
- 4Select a recurring schedule trigger and reporting channel.
- 5Test one run and verify the summary reflects the correct board fields.
Questions about this workflow
Does this change custom fields?
No. It retrieves their definitions for a Notis summary.
Can the summary focus on campaign fields?
Yes. Describe the campaign board and the useful field context in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Klaviyo to Kanbanize. A trigger fires from one place; an action lands in another.
Klaviyo triggers
Kanbanize actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a comment to a card
Tool to add a comment to a Kanbanize card. Use when you need to add notes, updates, or any text-based information to an existing card.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Check Board Milestone
Tool to check if a milestone is available on the specified board. Use when you need to verify milestone existence on a specific board. Returns True if the milestone is available (HTTP 204), False if not found (HTTP 404).
Check User Is Card Watcher
Tool to check if a user is a watcher of a specific card. Use when you need to verify if a user is watching a card.
Delete Board
Tool to delete a board by its ID. Use when you need to permanently remove a board from Kanbanize. Note: The board must be archived before deletion.
Delete Card
Tool to delete a card from the Kanbanize board. Use when you need to permanently remove a card and all its associated data from the board.
Delete Tag
Tool to delete a tag from Kanbanize. Use when removing a tag and optionally replacing it with another tag for all affected cards.
Delete Workflow
Tool to delete a workflow for the specified board. Use when you need to permanently remove a workflow from a board.
Get Board Block Reasons
Tool to get a list of block reasons available on a board. Use when you need to retrieve available block reasons for a specific board.
Connect any two apps with Notis in the middle.
Klaviyo and Kanbanize, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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