Keep new Notion tasks visible in Klipfolio
When a task enters your Notion database, send its useful details to a Klipfolio data source for a clearer view of incoming work.
Trigger
New Page
Triggers when a new page is added to a Notion database.
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
New tasks can disappear in a busy workspace when someone has to remember to copy them into a reporting feed.
- Keep newly created tasks visible in an existing Klipfolio feed.
- Reduce manual copying between planning and reporting tools.
- Give the team a consistent place to review incoming work.
Setup
Build it in a few focused steps.
- 1Connect Notion and Klipfolio to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally to add new Notion tasks to a Klipfolio data source.
- 3Write one plain-language instruction describing which new task details to include and where they belong.
- 4Choose the Notion New Page trigger and a channel for run reports.
- 5Test with one real task and confirm it appears in the Klipfolio data source.
Questions about this workflow
Does this create a new Klipfolio data source for every task?
No. It appends task information to an existing data source that you specify in the instruction.
Do I need to map Notion properties manually?
No. Describe the information and destination in the plain-language automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Klipfolio. A trigger fires from one place; an action lands in another.
Notion 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).
All Page Events
Triggers when any Notion page is created or updated across the workspace.
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.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
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.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
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.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
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.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
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.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
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.
Notion and Klipfolio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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