Check access details for opportunity designs
Make it easier to prepare a handoff by checking who owns a design and whether the available edit or view details are present.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch design metadata and access information
Retrieves design metadata, ownership, access links, and thumbnail details.
Why this helps
A useful sales design can become a blocker when its owner or access path is unclear at handoff time.
- Inspect ownership and access information before a handoff.
- Surface design URLs and thumbnail details for review.
- Reduce last-minute access confusion.
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 retrieve access and metadata details for Canva design IDs associated with the opportunity context you provide.
- 4Choose the notis_cron trigger and recurring schedule, then choose where run reports should go.
- 5Test with one real design ID and confirm the details are useful.
Questions about this workflow
Does it find design IDs from Agile CRM automatically?
Only if the opportunity context provided to the automation includes the relevant design IDs. Agile CRM has no trigger events listed in this package.
Can it change who has access?
No. It retrieves design metadata and access information for review.
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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