Keep customer opportunities connected to product feedback
Review opportunities linked to feedback posts and make the customer context easier to act on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Opportunities
Lists customer opportunities linked to posts.
Why this helps
Feedback with a customer opportunity attached can lose urgency when account context sits in a separate workflow.
- Review opportunities linked to feedback posts.
- Summarize available customer context for follow-up.
- Surface items needing attention without assuming missing CRM data.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Canny once in Notis.
- 2Create an automation from the portal or tell Notis in any channel.
- 3Describe which feedback posts or cases to inspect and what needs attention.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real post that has an opportunity.
Questions about this workflow
Does this workflow update an opportunity?
No. The listed Canny action retrieves opportunities linked to posts; this workflow reviews and reports them.
What if a post has no linked opportunity?
Instruct Notis to note that no opportunity was returned and continue with the remaining items.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Canny. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Canny actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Post Tag
Adds an existing tag to a post.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete User
Deletes a user and their comments and votes.
Change Post Status
Changes a post’s status and can notify voters.
Create Changelog Entry
Creates a changelog entry and can publish it or notify users.
Create Comment
Posts a new comment on a post.
Create or Update User
Creates a user or updates their existing profile.
Create Post
Creates a feature request or feedback post on a board.
Create Tag
Creates a tag for categorizing posts.
Connect any two apps with Notis in the middle.
ActiveMerge and Canny, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Canny.