Refresh reporting after an agreed sign-off
When a Slack update gets the sign-off reaction your team recognizes, Notis can queue a Klipfolio refresh so relevant reporting catches up.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
Refresh Multiple Data Sources
This tool allows users to refresh multiple data sources in klipfolio simultaneously. it queues the specified data sources for refresh, updating their data from their respective sources. the tool automatically refreshes all available data sources associated with the authenticated account if no specific data source ids are provided.
Why this helps
The data may be ready for review, but dashboard refreshes are easy to forget after an approval.
- Connects a familiar approval signal to reporting upkeep
- Reduces manual refresh reminders
- Helps keep a review dashboard current after sign-off
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 conversationally.
- 3Use one instruction to tell Notis which signed-off messages should trigger a refresh and which Klipfolio sources to refresh.
- 4Select the Slack reaction-added trigger and optionally specify its channel and emoji; choose a report channel.
- 5Test by adding the agreed reaction to one ready-to-refresh update and verify the refresh is queued.
Questions about this workflow
Does the reaction change the source data?
No. This action queues a refresh of the specified Klipfolio data sources.
Can the automation refresh every source?
The Klipfolio action can refresh all available sources when no specific IDs are provided. State the intended scope clearly.
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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