Keep your Klipfolio views easier to find
A short recurring overview of your available visualizations can make it easier to return to the views that support your work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Dashboard components can be difficult to rediscover when you have accumulated views across changing priorities.
- Create a recurring overview of accessible visualizations.
- Reduce hunting for the right view when planning.
- Make dashboard maintenance easier to fit into a routine.
Setup
Build it in a few focused steps.
- 1Connect Klipfolio to Notis once through the portal.
- 2Create an automation or ask Notis to retrieve and summarize the Klips available to your account.
- 3Choose a weekly schedule and timezone, then select a channel for run reports.
- 4Review the first result and confirm it lists the views you expect.
Questions about this workflow
Does this create or edit visualizations?
No. It retrieves a list of accessible Klips for review.
Can the automation run less often?
Yes. Choose a schedule that fits your review rhythm.
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.