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Notis

Make lightweight approvals easier to trace

When your team uses an agreed Slack reaction to signal approval, Notis can record the approved message in Klipfolio for later reference.

Trigger

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

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

A quick approval reaction is easy to overlook when someone later asks who agreed to what.

  • Creates a traceable record from a familiar signal
  • Makes approvals easier to revisit
  • Avoids manually copying approved messages

Setup

Build it in a few focused steps.

  • 1Connect Slack and Klipfolio to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis in plain language.
  • 3In one instruction, tell Notis to append the reacted-to message as an approval record when your agreed approval reaction is added.
  • 4Select the Slack message-reaction-added trigger, set the relevant channel and emoji if desired, and choose a run-report channel.
  • 5Add the reaction to one real approval message and verify the Klipfolio entry.

Questions about this workflow

Which reaction should we use?

Choose a consistent emoji for approval and describe its meaning in your instruction. The trigger supports optional channel and emoji filters.

Does this log removed reactions?

No. This workflow runs when a reaction is added.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Klipfolio. A trigger fires from one place; an action lands in another.

Slack 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

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

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

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

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

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

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

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

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

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

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.

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

When this happens · Trigger

Do this · Action

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