Start your pipeline review with a visual recap
Bring parsed leads and their available context into a scheduled snapshot before your next pipeline review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create new Canva design
Creates a design from a preset, custom size, existing design, or brand template.
Why this helps
Lead records may be captured but still need a deliberate review to find missing context and follow-up gaps.
- Review available leads together instead of record by record.
- Surface missing status or next-step details.
- Create a repeatable starting point for pipeline conversations.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Canva once in the Notis portal.
- 2Create an automation in Notis and name it for the lead pipeline recap.
- 3Tell Notis to create a Canva recap from available parsed leads, grouping only by status fields present and flagging missing follow-up details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with real lead records and verify the recap reflects the available data.
Questions about this workflow
Can the recap tell me which leads need follow-up?
It can flag records missing a supplied follow-up detail, or apply a clear rule you provide. It cannot know your intended next step when that information is absent.
Can I specify which leads are included?
Describe the inclusion rule in the instruction, using fields available in the parsed records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Canva. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Canva, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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