Keep deal stage changes moving into useful creative
When a deal changes stage, have Notis create a Canva sales brief design from the available deal context and your guidance.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
A stage change can require new sales materials, but the request often gets lost between CRM updates and creative work.
- Turn a deal update into a prepared creative starting point.
- Keep sales context with the brief request.
- Reduce manual handoffs after a stage change.
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 sales brief to create and which available deal details to use.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal stage change and review the Canva design.
Questions about this workflow
Can this create a different brief for each stage?
Describe the desired stage-specific outcomes in your instruction and test with a real deal update.
Will it use information not returned by HubSpot?
No. Supply any required context that is not included in the returned deal details.
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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