Create onboarding designs from client handoffs
Give a new client handoff a visual starting point without making the team reassemble the brief in Canva.
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
New client onboarding can feel fragmented when handoff details and the welcome design live in separate tools.
- Turn client handoff details into a Canva design
- Keep onboarding creative work tied to the supplied brief
- Reduce repetitive setup when a new client starts
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 an onboarding design from the client handoff details and any brand guidance included in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real handoff and review the generated design.
Questions about this workflow
What should the handoff include?
Include the client context and any specific onboarding message, design format, or brand guidance you want Notis to use.
Will it publish the onboarding design?
No. This workflow creates a Canva design for review; it does not publish it.
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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