Create a reporting source when a new intake stream begins
When new work needs its own reporting source, let Notis handle the initial setup cue so you can stay focused on the request.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Create Data Source
This tool creates a new data source in klipfolio. it uses the post /datasources endpoint to add a data source with required parameters (name, format, connector, endpointurl) and optional parameters (description, refreshinterval, method, additionalproperties).
Why this helps
Setting up reporting assets can be postponed when a new workstream arrives amid other tasks.
- Create a dedicated source when a new stream warrants separate tracking.
- Reduce forgotten setup steps at intake time.
- Give focused work a clearer reporting destination.
Setup
Build it in a few focused steps.
- 1Connect Linear and Klipfolio to Notis once through the portal.
- 2Create an automation or ask Notis to create a Klipfolio data source for a new Linear intake stream, using the intended source details in the prompt.
- 3Select the Linear Issue Created trigger and choose a channel for run reports.
- 4Test with a real issue that represents a new stream and verify the source is created as expected.
Questions about this workflow
Should every new issue create a source?
Usually not. Use this only when a new issue indicates a genuinely distinct intake stream that needs its own source.
Does the action create a dashboard too?
No. It creates a data source. A separate workflow can create a dashboard tab if needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Klipfolio. A trigger fires from one place; an action lands in another.
Linear triggers
Klipfolio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Append Data to Data Source
This tool appends plain-text or csv data to an existing data source in klipfolio. it requires two parameters: 'data' which contains the data in plain-text or csv format, and 'data source id' which specifies the target data source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Data Source
This tool creates a new data source in klipfolio. it uses the post /datasources endpoint to add a data source with required parameters (name, format, connector, endpointurl) and optional parameters (description, refreshinterval, method, additionalproperties).
Comment Received Trigger
Triggered when a comment is received.
Create Tab (Dashboard)
This tool creates a new tab (dashboard) in klipfolio. a tab serves as a container for organizing and displaying klips (data visualizations) in a meaningful way. the tool allows users to set up a new dashboard with specific properties and configurations.
Issue Created Trigger
Triggered when a new issue is created.
Delete Data Source
This tool permanently removes a specified data source from the klipfolio account. this operation is destructive and cannot be undone. the data source must not be currently in use, and proper permissions are required.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get Dashboard Details
This tool retrieves detailed information about a specific dashboard (formerly known as tab) in klipfolio. it allows users to obtain comprehensive information including properties, settings, and metadata of the dashboard.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Get Data Source Instance Details
This tool retrieves detailed information about a specific data source instance in klipfolio. it can return data in either json or csv format depending on the data source type.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get Klips
This tool retrieves a list of all klips accessible to the authenticated user. klips are visualization components in klipfolio that display data in various formats like charts, tables, or metrics.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Get User Profile
This tool is used to retrieve the authenticated user's profile information and test the authentication status. it verifies api connectivity and access permissions by returning profile details such as user id, username, email, company information, role and permissions, and account status.
Connect any two apps with Notis in the middle.
Linear and Klipfolio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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