Give account teams a daily feedback summary
See the relevant product requests alongside customer account history without scanning every Canny post.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Account teams can miss patterns in customer requests when feedback is spread across multiple posts.
- Surface recent requests in the account context.
- Reduce manual review of feedback boards.
- Group relevant feedback into a readable account note.
Setup
Build it in a few focused steps.
- 1Connect Canny and Salesforce once in the Notis portal.
- 2Create an automation and instruct Notis to review recent Canny feedback, summarize relevant items, and add notes only to confidently matched Salesforce accounts.
- 3Choose a recurring Notis schedule and select where run reports should go.
- 4Test with one recent feedback example and review the account note.
Questions about this workflow
How does the schedule know which feedback is recent?
Specify the review window in the automation instruction, such as feedback created since the last run. Notis needs access to the relevant Canny data.
Will it make notes for unrelated feedback?
Ask Notis to include only feedback that can be matched to an account and skip items without enough context.
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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