Find existing designs when a deal moves forward
When a deal changes stage, have Notis search Canva designs using the deal context and report useful matches for review.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
List User Designs
Provides a summary of canva user designs, includes search filtering, and allows showing both self-created and shared designs with sorting options.
Why this helps
Teams may recreate sales materials because the right existing design is hard to find during a busy handoff.
- Surface existing collateral before new work begins.
- Reduce duplicate design requests.
- Keep design discovery close to the deal update.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Canva once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Tell Notis what deal context to search with and how to summarize matching Canva designs.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal stage change and review the suggested designs.
Questions about this workflow
Does this edit or create a design?
No. It lists user designs for review and can search using criteria available to the action.
Will it always find the exact right asset?
Results depend on available design data and the search guidance. Review the matches before reusing them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Canva. A trigger fires from one place; an action lands in another.
Hubspot triggers
Canva actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Access user specific brand templates list
This year, brand template ids will change; integrations storing them must update within 6 months. also, api use requires canva enterprise membership.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create canva design with optional asset
Create a new canva design using a preset or custom dimensions, and add an asset with `asset id` from a user's project using relevant apis.
Contact Created Trigger
Contact Created Trigger
Create comment reply in design
This preview api allows replying to comments within a design on canva, with a limit of 100 replies per comment. users should note potential unannounced changes, and that preview apis are not eligible for public integrations.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create design comment in preview api
This api is in preview and may change without notice; integrations using it won't pass review. it allows creating comments on a design, with a limit of 1000 comments per design.
Create user or sub folder
This api creates a folder in a canva user's projects at the top level or within another folder, returning the new folder's id and additional details upon success.
Delete asset by id
You can delete an asset by specifying its `assetid`. this operation mirrors the behavior in the canva ui. deleting an item moves it to the trash. deleting an asset doesn't remove it from designs that already use it.
Exchange oauth 2 0 access or refresh token
The oauth 2.0 endpoint issues time-limited (4-hour) access tokens of up to 4kb for user authorization via codes or refresh tokens. it requires client id/secret for authentication.
Fetch asset upload job status
Summarize asset upload outcome by repeatedly calling the endpoint until a 'success' or 'failed' status is received after using the create asset upload job api.
Connect any two apps with Notis in the middle.
Hubspot and Canva, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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