Bring Salesforce account context into scheduled Canva planning
Set a recurring review to gather the Salesforce account information your next Canva campaign planning session needs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Planning creative can stall while account context is scattered across Salesforce records and manual exports.
- Gather account context ahead of a planning session
- Reduce manual Salesforce lookups before creative work
- Use a repeatable scheduled starting point for campaign planning
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 which Salesforce accounts to list and how to summarize them for Canva planning.
- 3Pick the recurring schedule and choose where run reports should go.
- 4Test with one real account query and review the resulting planning context.
Questions about this workflow
Does this workflow create a Canva design?
The Salesforce action lists accounts. Use its report as planning context for your Canva work; the action does not create a Canva design.
How should I define the account set?
Describe the account criteria in your instruction. Include any required filter or baseline information that Salesforce does not provide on its own.
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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