Put customer opportunities in context for product review
Review linked opportunities with relevant public context in one routine, making it easier to prepare for a product decision.
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
Product teams may see a request without the surrounding account or market context needed for prioritization.
- Prepare opportunity reviews with relevant context.
- Reduce repeated research during prioritization.
- Keep research alongside the related Canny workflow.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Canny once in Notis.
- 2Create an automation in Notis from any channel or in Automations, New Automation.
- 3Tell Notis which opportunities to review, what public context to gather, and how to summarize findings without inferring unavailable metrics.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real opportunity.
Questions about this workflow
Can it estimate revenue or customer value?
Only when that information is available from the connected data or supplied by you. Public web research should not be presented as verified account metrics.
Does this update the opportunity record?
No. The workflow reviews opportunities and prepares context in the run report. Updating a Canny post is a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Canny. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Canny, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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