Make reporting upkeep a monthly habit
A monthly source inventory keeps the reporting foundation visible without requiring you to remember when you last checked it.
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
Small dashboard maintenance tasks tend to slip when there is no clear review rhythm.
- Establish a repeatable monthly maintenance checkpoint.
- See the sources available for localization reporting.
- Make follow-up decisions with a current inventory.
Setup
Build it in a few focused steps.
- 1Connect SimpleLocalize and Klipfolio to Notis once in the portal.
- 2Write one automation prompt asking Notis to list Klipfolio sources and summarize those relevant to localization reporting.
- 3Set the trigger to a monthly Notis schedule.
- 4Choose a channel for run reports and test with an initial inventory run.
Questions about this workflow
Does this remove unused sources?
No. It retrieves the source list so you can review it.
Can I change the cadence?
Yes. Select the recurring schedule that fits your maintenance routine.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Klipfolio.