Find supporting Canva materials for aging opportunities
Give opportunities that need attention a quick check for existing visual materials that could help move the conversation forward.
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
Aging opportunities are easy to overlook, and useful supporting materials may already exist but remain buried.
- Bring stalled opportunities back into a regular review.
- Find relevant existing designs before creating new collateral.
- Reduce manual searching during follow-up planning.
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 aging opportunity context you make available and find relevant existing Canva designs.
- 4Choose the notis_cron trigger and recurring schedule, then choose where run reports should go.
- 5Test with one real aging opportunity and check the recommendations.
Questions about this workflow
Can the workflow determine which opportunities are aging?
It can analyze the opportunity context made available to it. Supply a definition or data that identifies aging opportunities, since no Agile CRM trigger event is provided here.
Will it create new collateral?
This workflow searches existing Canva designs. It does not create a new design.
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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