Turn customer requests into owned follow-ups
Make sure a promising request has a next step and an owner in Salesforce.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Useful feedback can sit in a board without anyone being responsible for responding or following up.
- Create a clear next step for actionable feedback.
- Keep customer follow-up work in Salesforce.
- Avoid creating tasks for requests without an identifiable owner or contact.
Setup
Build it in a few focused steps.
- 1Connect Canny and Salesforce once in the Notis portal.
- 2Create an automation and instruct Notis to create a Salesforce task only when the incoming Canny feedback includes a clear follow-up and identifiable related record.
- 3Choose the Notis webhook trigger and choose where run reports should go.
- 4Test with one real Canny example that has a known Salesforce contact, lead, or account.
Questions about this workflow
Will every Canny post create a task?
No. The instruction can limit task creation to posts that need a clear customer follow-up.
What if the post does not identify a Salesforce record?
Ask Notis to report the missing match and skip creating a task until a related record can be identified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canny to Salesforce. A trigger fires from one place; an action lands in another.
Canny triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Canny and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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