Reflect deal milestones in Canny feedback status
Keep customer feedback tracking aligned with deal progress by updating the related Canny post at a meaningful milestone.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
Feedback posts can carry outdated statuses when customer progress happens in a separate CRM.
- Keep relevant feedback statuses current
- Make customer milestones easier to notice
- Reduce manual status upkeep across tools
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 which deal milestone should update which relevant Canny post status, using available identifiers and your team's status rules.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real stage change and confirm the intended Canny post status.
Questions about this workflow
Does this change every Canny post?
The instruction should identify the relevant post using information available from the deal and connected Canny data. It should only update a post when it can identify the intended one.
Can it notify voters?
The Change Post Status action can optionally notify voters. Include your preference in the instruction when using that option.
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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