Keep a cash flow metric up to date
Share a cash flow number in Telegram and let Notis update its Klipfolio source in one step.
Trigger
New Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
Action
Update Data Source
This tool allows you to replace/update the data in an existing klipfolio data source. it completely replaces the existing data with new data in the specified data source. the tool requires new data (in plain-text or csv format) to be provided and updates the data source accordingly.
Why this helps
Manually revising a dashboard after a quick number change creates friction and leaves room for stale figures.
- Refresh a chosen metric source from a chat update.
- Reduce copy and paste between chat and dashboard.
- Make the latest reported number easier to find.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Klipfolio to Notis once through the portal.
- 2Create an automation or ask Notis to update the Klipfolio cash flow source whenever a clear new cash flow figure is shared in Telegram.
- 3Choose New Message Received, set the run-report channel, and test with a sample figure.
Questions about this workflow
Will this update an existing source?
Yes. This workflow uses the Klipfolio action that replaces the existing source data, so specify the intended source clearly in your instruction.
Can Notis infer the amount from a message?
Describe the kind of update and source in the prompt; Notis interprets the instruction from the message content.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Klipfolio. A trigger fires from one place; an action lands in another.
Telegram 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 Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
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.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
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.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
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 Edited
Triggered when a message in a chat your bot can see is edited by its sender.
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.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
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.
Telegram and Klipfolio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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