Prepare Canva proposal work with a scheduled opportunity review
Give proposal planning a predictable starting point. Notis can list the Salesforce opportunities you specify and summarize their available context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Proposal creative is harder to prioritize when deal stage and opportunity details require a manual CRM sweep.
- Surface the deals that need proposal creative
- Reduce manual pipeline review before design work
- Keep planning grounded in available opportunity details
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 which opportunities to list and how to summarize them for Canva proposal planning.
- 3Pick the recurring schedule and choose where run reports should go.
- 4Test with one real opportunity query and review the resulting brief.
Questions about this workflow
Can it know which opportunities need a proposal?
Only when the criteria are available in Salesforce or supplied in your instruction. Provide any missing signal or baseline explicitly.
Does this automation create proposal designs?
No. The Salesforce action lists opportunities and the report can inform your Canva work.
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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