Turn Canva proposal briefs into Salesforce opportunities
Move from proposal to pipeline with a single handoff. Send the proposal context and deal details to Notis to create the Salesforce opportunity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Proposal work can progress in Canva while pipeline tracking waits for deal details to be entered in Salesforce.
- Capture deal context at proposal handoff
- Reduce repeated entry of opportunity details
- Keep pipeline tracking connected to proposal work
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 create an opportunity from the deal details supplied with the proposal brief.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Test with one real proposal brief and the opportunity details Salesforce requires.
Questions about this workflow
Can Notis infer every opportunity field from the design?
Supply the deal details Salesforce requires and any additional context you want recorded. A Canva design may not contain those details.
Can it connect the opportunity to an account?
Include the valid Salesforce account identifier when the opportunity should be associated with an account.
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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