Turn qualified feedback into a Salesforce lead
Capture prospective customers who surface through Canny without retyping their details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Potential buyers can share valuable feedback without making it into the CRM for follow-up.
- Capture prospects surfaced through product feedback.
- Create leads only when required information is available.
- Make the next sales follow-up easier to find.
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 lead only when the incoming feedback identifies a genuine prospect and includes Salesforce-required details such as last name and company.
- 3Choose the Notis webhook trigger and choose where run reports should go.
- 4Test with one real example containing the required lead details.
Questions about this workflow
Can a Canny post alone supply all lead details?
Not always. Provide any missing context in the webhook request or have Notis report and skip incomplete lead records.
Will this create a lead for every person who submits feedback?
No. The prompt should describe what qualifies as a prospect so general product feedback does not create leads.
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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