Find Canva designs for your weekly follow-up review
Start the week with likely follow-up designs in view, so planning does not begin with another search across folders.
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
Weekly follow-up planning takes longer when each prospect requires a fresh search for useful existing materials.
- Prepare a useful design shortlist for weekly follow-up.
- Use existing materials before starting new designs.
- Reduce the number of manual searches in Canva.
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 follow-up context you provide to find relevant Canva designs.
- 4Choose the notis_cron trigger for a weekly schedule and choose where run reports should go.
- 5Test with one real prospect follow-up and check the design matches.
Questions about this workflow
Does this send anything to the prospect?
No. It searches for existing designs and prepares a review result. Sending or publishing is not part of this workflow.
What CRM details does it use?
It uses the prospect follow-up context you make available to Notis. The schedule itself does not read CRM data unless that information is accessible to the automation.
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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