Know which tracking sources are already available
When a new initiative appears in Slack, Notis can retrieve your Klipfolio source list to help you find existing reporting assets before creating more.
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
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
Teams can create duplicate tracking sources when nobody remembers what is already available.
- Makes existing sources easier to check
- Can prevent duplicate tracking setup
- Reduces context switching during initiative kickoff
Setup
Build it in a few focused steps.
- 1Connect Slack and Klipfolio to Notis once in the portal.
- 2Create an automation there or ask Notis conversationally.
- 3Write one instruction asking Notis to list Klipfolio data sources when a channel message clearly announces a new initiative, then report relevant matches.
- 4Choose the Slack channel-message trigger and a channel for run reports.
- 5Test with one suitable initiative announcement and review the source list returned.
Questions about this workflow
Does this create a source?
No. This workflow lists existing Klipfolio data sources for review.
Can it filter the source list?
Ask Notis in the instruction to report relevant matches based on the initiative context. The Klipfolio list action supports pagination and client filtering.
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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