Find Canva designs for your Agile CRM prospect review
Start a scheduled prospect review with relevant existing designs ready to inspect, instead of hunting through Canva manually.
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
Prospect reviews can stall when the right supporting design is hard to find among existing work.
- Bring prospect review and existing design discovery together.
- Reduce time spent searching Canva by hand.
- Prepare a short review queue on a predictable cadence.
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 review the prospect context you make available and find relevant Canva designs for follow-up.
- 4Choose the notis_cron trigger and its recurring schedule, then choose where run reports should go.
- 5Test with one real prospect and confirm the designs are relevant.
Questions about this workflow
Does this create or edit a design?
No. This workflow searches and lists existing user designs using Canva's List User Designs action.
Can it inspect every Agile CRM prospect automatically?
The setup uses a Notis schedule because Agile CRM trigger events are unavailable here. Make sure the prospect information the automation needs is accessible to it.
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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