Create visual claim support guides from provided details
Turn a support request into a clear visual draft the team can review before sending to a client.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create new Canva design
Creates a design from a preset, custom size, existing design, or brand template.
Why this helps
Support teams may need to explain a next step clearly, but creating a client-ready visual from the request takes extra context switching.
- Create a visual guide draft from the supplied support request
- Keep instructions connected to the provided facts
- Give a teammate a clear design to review
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Canva once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create a Canva guide from the claim support details in the request and flag any missing instructions.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real support request and review the guide for accuracy.
Questions about this workflow
Will the guide provide policy or claims advice without source details?
No. Include the relevant approved information and ask Notis to flag missing context instead of filling gaps.
Does it send the guide to the client?
No. It creates a Canva design draft for your team to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Canva. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Canva actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Access user specific brand templates list
Lists brand templates available on eligible plans.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create canva design with optional asset
Creates a design from a preset, custom dimensions, or an asset.
Create Asset Upload Job
Starts an asynchronous upload of an image or video to the content library.
Create comment reply in design
Replies to a comment on a design.
Create Canva Design Export Job (Deprecated)
Starts an export job for a design; this action is deprecated.
Create design comment in preview api
Adds a comment thread to a design.
Delete asset by id
Moves an asset to Trash; existing designs that use it are unaffected.
Exchange oauth 2 0 access or refresh token
Exchanges an authorization code or refresh token for an access token.
Connect any two apps with Notis in the middle.
Agencyzoom and Canva, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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