Carry Canva customer campaign creative into Salesforce
Pair customer-facing creative with the right campaign record. Notis can add the Salesforce contacts identified in your webhook request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Customer campaign audiences and the creative meant for them can drift apart when each is tracked in a different place.
- Tie customer campaign participation to the creative brief
- Reduce manual contact-by-contact campaign updates
- Keep outreach context available in Salesforce
Setup
Build it in a few focused steps.
- 1Connect Canva and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe how supplied contacts should join the campaign named in the Canva context.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Test with one real customer campaign and a few existing Salesforce contacts.
Questions about this workflow
Can the workflow create contact records too?
This workflow adds existing contacts to a campaign. It does not create new contacts.
What information should the webhook provide?
Provide the campaign context and enough information to identify the Salesforce contacts to add.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canva to Salesforce. A trigger fires from one place; an action lands in another.
Canva 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.
Canva and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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