Prepare a presentation export when a deal advances
When a deal advances, have Notis start an export job for the Canva presentation you specify so the team can access its output.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Initiates canva design export job
Canva's new job feature exports designs in multiple formats using a design id, with provided download links. the export status can be tracked via an api. exports with 'pro' quality may fail if the design contains unpaid premium elements.
Why this helps
Presentation exports can be forgotten between a CRM update and the next customer conversation.
- Start presentation preparation alongside a deal update.
- Reduce last-minute export requests.
- Make export progress visible in the run report.
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 which Canva design to export and what export format or quality to use if supported.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal stage change and review the export job outcome.
Questions about this workflow
Does this action provide the finished download immediately?
It starts an export job. Use the export result action to retrieve download links when the job is complete.
Can every design export at pro quality?
Exports with pro quality may fail if the design contains unpaid premium elements.
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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