Turn Canva proposal handoffs into Salesforce follow-up tasks
When a proposal is ready, pass its context and the next step to Notis. It creates a Salesforce task so the follow-up has a home.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
A finished proposal does not guarantee the next call or reminder gets scheduled in the CRM.
- Capture the next step while proposal context is fresh
- Reduce missed follow-ups after sending sales materials
- Keep the task connected to the relevant Salesforce record
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 proposal handoffs should become Salesforce follow-up tasks.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Test with one real proposal handoff and a record identifier.
Questions about this workflow
Can the webhook decide the follow-up date?
Provide the due date or timing in the request when you need a specific date. Any date not supplied is not available from the Canva trigger.
Can tasks be linked to an account or opportunity?
Include the identifier of the Salesforce record the task should relate to, as supported by the action.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.