Create renewal reminder visuals from policy details
Turn a renewal reminder brief into a visual draft, with dates and client details carried over from the request.
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
A renewal reminder can be missed or delayed when the team has to move the key date and message into a separate design task.
- Create a visual draft from supplied renewal details
- Keep dates and messages grounded in the request
- Reduce manual setup for recurring client communications
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 renewal reminder using only the client, date, and message supplied in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real renewal reminder request and verify every date.
Questions about this workflow
Will it detect renewal dates from AgencyZoom automatically?
No AgencyZoom trigger events are available. Include the relevant date in the webhook request or make it accessible to Notis in the run context.
Does it send the reminder?
No. It creates a Canva visual draft for your team to review and share through its normal process.
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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