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Notis

Keep priority metrics aligned with Notion

When a Notion property change signals a new priority, have Notis update the relevant Klipfolio data source with the latest information.

Trigger

Page Properties Updated

Triggers when properties of a Notion page are updated. Customer optionally scopes with at most one of: - data_source_id: any row in this data source - page_id: this specific page - parent_page_id: any page whose immediate parent is this page With none set, fires for any property change in the workspace the integration has access to. Adding a column to a data source fires this trigger once per existing row. Customers can branch on `data.updated_properties` (array of property IDs) to filter downstream.

Action

Update Data Source

This tool allows you to replace/update the data in an existing klipfolio data source. it completely replaces the existing data with new data in the specified data source. the tool requires new data (in plain-text or csv format) to be provided and updates the data source accordingly.

Why this helps

Priority changes are easy to miss when a dashboard reflects yesterday's plan and no one owns the update.

  • Reflect priority changes in the reporting data source.
  • Reduce the mental overhead of keeping plans and metrics in sync.
  • Help collaborators work from a more current view.

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 to update Klipfolio when a Notion priority changes.
  • 3Describe in one instruction which priority information should update and which Klipfolio data source should receive it.
  • 4Choose the Notion Page Properties Updated trigger and a channel for run reports.
  • 5Test by changing one real priority and checking the updated Klipfolio data.

Questions about this workflow

Will every page property edit update the data source?

The selected trigger can fire for page property changes. Describe in the prompt which changes matter and how Notis should handle them.

Does this append new rows?

This workflow uses Klipfolio's update action, which replaces the data in the selected data source.

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.

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

All Page Events

Triggers when any Notion page is created or updated across the workspace.

TriggerPolling

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

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.

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

New Comment

Triggers when a new comment is added to a specified Notion block or page.

TriggerPolling

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

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.

TriggerInstant

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

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.

TriggerInstant

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

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.

TriggerInstant

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.

Notion and Klipfolio, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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