Start campaign planning with a clear board view
A scheduled board overview gives you a consistent place to orient before planning Klaviyo campaigns.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Columns
Tool to get a list of columns for a specific board in Kanbanize. Use when you need to retrieve all columns configured for a board, including their workflow assignments, positions, limits, and display settings.
Why this helps
A planning session can lose momentum when you first have to remember how the board is organized.
- Creates a repeatable planning starting point.
- Surfaces board structure without manual navigation.
- Helps reduce time spent reorienting before campaign work.
Setup
Build it in a few focused steps.
- 1Connect Klaviyo and Kanbanize to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to review the campaign planning board weekly.
- 3Use one plain-language prompt asking Notis to retrieve the board columns and summarize the structure relevant to Klaviyo work.
- 4Choose a recurring schedule trigger and a channel for run reports.
- 5Run it once and confirm the board overview is useful for the next planning session.
Questions about this workflow
Does this create or move campaign cards?
No. This workflow retrieves the board's columns so Notis can provide a planning overview.
Can it run on a schedule?
Yes. Select a recurring schedule as the Notis trigger.
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.