Find deal opportunities in recent Canny feedback
Turn a weekly scan of customer requests into clear pipeline follow-up when the signal is strong.
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
Potential customer opportunities can stay buried in feedback queues between manual reviews.
- Apply your stated criteria during a regular review.
- Create deal records for qualified opportunities.
- Keep likely business follow-up from being lost in 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 which recent Canny requests qualify as deal opportunities and to create a HubSpot deal only when required information is available.
- 4Choose a recurring schedule and set a run report destination.
- 5Test one qualifying request and verify the deal details in HubSpot.
Questions about this workflow
What criteria should I use?
Use your own commercial signals, such as an explicit purchase discussion. Notis does not infer a universal definition of opportunity.
What if a valid deal stage is not provided?
Specify a valid stage and pipeline from your HubSpot account if required for the deal, or tell Notis to skip records it cannot create safely.
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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