Know which campaign card templates are available
Check the board's existing templates before planning so campaign tasks can start with the right structure.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Board Card Templates
Tool to retrieve a list of card templates available on a Kanbanize board. Use when you need to see what card templates are configured for a specific board.
Why this helps
Remembering which card template to use can interrupt planning and lead to inconsistent campaign tasks.
- Makes available templates easier to find.
- Encourages consistent campaign task setup.
- Reduces interruptions during a planning block.
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 conversationally to review the campaign board templates.
- 3Write one plain-language instruction asking Notis to retrieve the available templates and summarize their relevance to Klaviyo campaign work.
- 4Choose a recurring schedule trigger and a reporting channel.
- 5Test with one run and verify the template summary matches the board.
Questions about this workflow
Does the workflow make a new template?
No. It retrieves the existing Kanbanize card templates for review.
How does Notis know which board matters?
Describe the relevant campaign board in the plain-language 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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