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Notis

Keep project progress updates together in Klipfolio

Capture each posted project update in a simple history that is easier to scan when planning your next move.

Trigger

Project Update Posted

Fires when a project status update is posted on the Linear project's Updates tab. Covers projects in both public and private teams — polls with the connected user's token.

Action

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.

Why this helps

Project updates arrive over time, making it difficult to reconstruct progress and blockers from memory.

  • Build a timeline of posted project updates.
  • Make progress reviews easier to prepare.
  • Keep blocker context visible between planning sessions.

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 append a concise summary of each posted Linear project update to an existing Klipfolio history.
  • 3Select the Linear Project Update Posted trigger and choose where run reports should go.
  • 4Post one real project update and verify the summary appears in Klipfolio.

Questions about this workflow

Does this trigger when project properties change?

No. It responds to a project status update posted on the project's Updates tab.

Can I keep the record concise?

Yes. Ask Notis for a short summary with the progress or blocker context you want to review.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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).

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

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.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

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.

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

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.

ActionInstant

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).

TriggerPolling

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.

ActionInstant

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

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.

ActionInstant

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

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.

ActionInstant

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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