Prepare a campaign review handoff with the right context
Check the reviewer's Kanbanize profile before handing over campaign work, without another round of searching.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User
Tool to get the details of a specified user in Kanbanize. Use when you need to retrieve information about a user such as their username, email, real name, avatar, enabled status, language preferences, timezone, and other attributes.
Why this helps
Review handoffs can stall when the person coordinating them has to look up who is involved and how to reach them.
- Provides a consistent reference for review handoffs.
- Reduces manual searching for reviewer details.
- Helps make coordination smoother across interruptions.
Setup
Build it in a few focused steps.
- 1Connect Klaviyo and Kanbanize to Notis once through the portal.
- 2Create a scheduled automation or ask Notis to check the specified reviewer's Kanbanize profile before campaign reviews.
- 3Use one plain-language instruction identifying the reviewer and asking for relevant profile context.
- 4Choose a recurring schedule trigger and a channel for run reports.
- 5Test with the intended reviewer and verify the result is appropriate for the handoff.
Questions about this workflow
Does this assign the reviewer to a card?
No. It retrieves the user's profile details for a handoff summary.
What information should be included?
Ask only for the profile details that help the campaign review coordination.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Kanbanize.