Keep workspace campaign context easy to find
A recurring field reference helps reduce the time spent recalling which workspace details matter to campaign work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Workspace Data Fields
Tool to retrieve a list of data fields available on a workspace. Use when you need to fetch all custom data fields configured for a specific Kanbanize workspace.
Why this helps
Workspace-level details can be out of sight when a campaign task returns after time away.
- Keeps useful workspace context in view.
- Supports a more consistent understanding of campaign work.
- Reduces time spent rediscovering workspace setup.
Setup
Build it in a few focused steps.
- 1Connect Klaviyo and Kanbanize to Notis once through the portal.
- 2Create a recurring automation or ask Notis to review the campaign workspace's data fields.
- 3Write one plain-language prompt asking Notis to retrieve the fields and summarize those relevant to Klaviyo work.
- 4Choose a recurring schedule trigger and a reporting channel.
- 5Test the result and confirm it reflects the intended workspace.
Questions about this workflow
Does this add or edit workspace fields?
No. It retrieves available workspace data fields for review.
Can the review be limited to useful campaign context?
Yes. Describe the campaign workspace and relevant 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.
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Webhook trigger
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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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