Find Canva materials relevant to a contact
Bring likely useful visual materials into view before a customer conversation, with the contact context already considered.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List User Designs
Lists your designs, including shared designs.
Why this helps
Preparing for a customer conversation can mean searching CRM history and Canva projects separately.
- Pair contact context with existing design discovery.
- Prepare customer conversations with relevant materials in view.
- Reduce pre-meeting searches across apps.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Canva once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to use the contact context you provide to find relevant Canva designs for review.
- 4Choose the notis_cron trigger and a recurring schedule, then choose where run reports should go.
- 5Test with one real contact and confirm the design suggestions fit their context.
Questions about this workflow
Does it search all contacts automatically?
The automation can review the context you make available and search Canva designs. Ensure it has the contact information and scope you intend.
Does this share designs with the contact?
No. It finds designs for internal review and does not share or publish them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Canva. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Canva, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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