Know which data sources support localization reporting
Make the source inventory part of a regular review so localization dashboards do not depend on forgotten or unclear data sources.
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
Over time, dashboard sources can become difficult to identify, leaving founders unsure what powers their reporting.
- See the connected Klipfolio data source inventory on a routine cadence.
- Make it easier to spot sources that deserve a closer review.
- Reduce reliance on memory when checking reporting setup.
Setup
Build it in a few focused steps.
- 1Connect SimpleLocalize and Klipfolio to Notis once in the portal.
- 2Create an automation prompt asking Notis to review the localization-related Klipfolio source inventory and report its findings.
- 3Select a recurring schedule as the trigger.
- 4Choose a channel for run reports and test by running the inventory review once.
Questions about this workflow
Does this modify data sources?
No. The selected action lists Klipfolio data sources for review.
Can I make the report recurring?
Yes. Select a daily, weekly, or other available schedule when creating the Notis automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link SimpleLocalize to Klipfolio. A trigger fires from one place; an action lands in another.
SimpleLocalize 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).
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.
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.
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.
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.
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.
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.
SimpleLocalize and Klipfolio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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