Set up tracking when new work begins
When a team announces a new initiative in Slack, Notis can create a Klipfolio data source to give its reporting a clear starting point.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
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).
Why this helps
Tracking setup often gets postponed when a team is busy getting a new initiative moving.
- Starts a reporting source closer to the kickoff
- Reduces the chance tracking setup gets lost
- Supports a consistent home for new initiative data
Setup
Build it in a few focused steps.
- 1Connect Slack and Klipfolio to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Write one instruction asking Notis to create a Klipfolio data source when a channel message clearly announces a trackable initiative.
- 4Pick the Slack channel-message trigger and a channel for run reports.
- 5Test with one real initiative announcement and review the created source details.
Questions about this workflow
Will Notis know the required source connector?
The create-source action requires source details such as format, connector, and endpoint URL. Your instruction and connected account context must provide enough information for Notis to proceed.
Can this create a dashboard too?
This workflow creates a data source. Creating a dashboard tab is a separate Klipfolio action.
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.
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).
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Klipfolio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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