Connect Canva campaign briefs with Salesforce lead engagement
When a campaign brief is ready, send its context and the intended lead details to Notis. It can add those leads to the Salesforce campaign.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Campaign creative can be ready while the intended leads still sit outside the Salesforce campaign record.
- Reduce the handoff between campaign creative and lead tracking
- Keep lead engagement associated with the relevant Salesforce campaign
- Use the audience details provided with the Canva brief
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 tell Notis to add the supplied Salesforce leads to the campaign named in the Canva brief.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Test with one real campaign brief and a small set of lead identifiers.
Questions about this workflow
Does this create new leads?
No. It adds existing Salesforce leads to a campaign. Use the Salesforce lead identifiers or matching details needed to identify the records.
What starts the workflow?
A Notis webhook starts it when it receives an HTTP request containing the campaign and lead context.
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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