Keep customer feedback with the Salesforce account
Capture the customer context behind each Canny post where your team already reviews account history.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Feedback gets separated from account context, so teams repeat research before deciding what to do.
- Keep product requests visible alongside account context.
- Reduce manual copying between feedback and CRM.
- Give account owners a concise summary to review.
Setup
Build it in a few focused steps.
- 1Connect Canny and Salesforce once in the Notis portal.
- 2Create an automation in Notis and describe how to match the incoming Canny feedback to a Salesforce account and add a concise note.
- 3Choose the Notis webhook trigger and select where run reports should go.
- 4Send one real Canny feedback example to the webhook and review the resulting Salesforce note.
Questions about this workflow
Does Canny provide a trigger event for this workflow?
No. Start it with a Notis webhook, then have Canny or a connected service send the feedback details in the request.
What if the feedback does not identify a Salesforce account?
Tell Notis to skip the account note and report that it could not confidently match the feedback.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.