Keep track of your Klipfolio data sources
Get a regular overview of the sources behind your dashboards so you can spot changes before they become a reporting surprise.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List All Data Sources
This tool retrieves a list of all data sources associated with an authenticated klipfolio account. it supports optional query parameters for pagination (limit and offset) and filtering by client id. the response includes details for each data source such as id, name, description, format, connector type, refresh interval, and timestamps.
Why this helps
As dashboards evolve, it can be hard to remember which data sources are still part of the reporting setup.
- Keep a recurring overview of available data sources.
- Make reporting setup easier to inspect during routine maintenance.
- Reduce the mental load of remembering what powers each view.
Setup
Build it in a few focused steps.
- 1Connect Klipfolio to Notis once through the portal.
- 2Create an automation or ask Notis to list Klipfolio data sources and summarize the inventory.
- 3Choose a weekly schedule and timezone, then select where Notis should report runs.
- 4Review the first inventory summary and confirm it covers the expected sources.
Questions about this workflow
Does this alter or remove any sources?
No. The workflow lists data sources for review and does not change them.
Can the inventory be sent on a set day?
Yes. Select a weekly schedule and specify the intended day and time.
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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No card. Works with personal or business Klipfolio.