Bring relevant feedback into active deals
Keep deal conversations grounded in the requests customers have actually raised.
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
Deal owners may lack timely product feedback context when preparing account reviews or sales conversations.
- Add relevant feedback context to active opportunities.
- Help deal owners prepare without switching tools repeatedly.
- Avoid notes when an opportunity match is uncertain.
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 and add a concise note to a confidently matched active opportunity.
- 3Choose a recurring Notis schedule and choose where run reports should go.
- 4Test with one feedback item linked to a known active Salesforce opportunity.
Questions about this workflow
What counts as an active opportunity?
Specify the stages or other criteria your team uses in the automation instruction, based on fields available in Salesforce.
What if the feedback does not mention a deal?
Instruct Notis to skip it unless the account or opportunity can be matched confidently.
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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