Review monthly Canny commercial signals
Use a monthly scan to catch customer requests that point to a clear commercial conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create batch of deals
Creates multiple deals in hubspot crm; ensure any associated object ids, deal stages, and pipeline ids specified are valid and exist within the hubspot account.
Why this helps
Commercial signals can be easy to miss when no one has time to revisit the full feedback history.
- Review a defined period for business relevant signals.
- Create deal records only for qualified opportunities.
- Keep the opportunity review connected to customer feedback.
Setup
Build it in a few focused steps.
- 1Connect Canny and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis what commercial signals qualify and to create HubSpot deals only when required details are present.
- 4Choose a monthly schedule and set where run reports should go.
- 5Test one qualifying request and review its deal record.
Questions about this workflow
Can Notis use a commercial baseline?
Only if the baseline is available to the automation. Provide your criteria or historical context if Canny data does not include it.
Will every signal create a deal?
Your instruction should define qualifying signals and tell Notis to skip items that do not meet those criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canny to Hubspot. A trigger fires from one place; an action lands in another.
Canny triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Canny and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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