Bring Canny opportunities into deal stage reviews
When a deal moves, gather the related Canny opportunities so customer feedback is easier to factor into the next step.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
List Opportunities
Tool to list opportunities linked to posts. use when you need to fetch customer opportunities synced from crm.
Why this helps
Deal reviews can miss product feedback and customer opportunities kept outside the CRM.
- Bring feedback context into deal reviews
- Reduce time spent searching separate tools
- Help teams notice linked product opportunities
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Canny once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve Canny opportunities relevant to the HubSpot deal and summarize them for review.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal stage change and review the returned opportunities.
Questions about this workflow
What does the workflow retrieve?
It uses Canny's List Opportunities action to retrieve opportunities linked to posts. Relevant results depend on the available Canny data and identifiers.
Does this update the deal in HubSpot?
No. The configured action retrieves Canny opportunities for review; it does not modify the HubSpot deal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Canny. A trigger fires from one place; an action lands in another.
Hubspot triggers
Canny actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Post Tag
Tool to add a tag to a specific post. use when you need to categorize or group content by applying an existing tag.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete User
Tool to delete a user and their comments and votes. use when you need to fully remove a user's account and all associated data (e.g., gdpr compliance).
Contact Created Trigger
Contact Created Trigger
Change Post Status
Tool to change a post's status. use when you need to update a post's workflow stage and optionally notify voters.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Changelog Entry
Tool to create and optionally publish a new changelog entry. use when you need to add a product update record, control publish timing, and notify users. example: "create changelog entry titled 'version 1.2' with details '...' and publish immediately.".
Create Comment
Tool to create a new comment on a post. use when you have the authorid and postid and want to submit feedback or replies.
Create or Update User
Tool to create or update a user in canny. use when you need to provision a new user or synchronize updates to an existing user profile. example: "create or update user with email user@example.com"
Create Post
Tool to create a new post on a board. use when you have the boardid and userid and need to submit new feedback.
Create Tag
Tool to create a new tag. use when you have the boardid and tag name and need to categorize posts.
Connect any two apps with Notis in the middle.
Hubspot and Canny, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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