Prepare deal collateral from the latest CRM context
Ask Notis to start a Canva brand template autofill job when a deal moves stages, using the available deal information you specify.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Initiate canva design autofill job
Upcoming brand template id updates require migration within 6 months. canva enterprise users can auto-fill designs using various data types, including experimental chart data. monitor jobs with specific api.
Why this helps
Rekeying deal details into collateral creates delay and can leave materials out of date.
- Start stage-specific collateral from deal context.
- Reduce repeated copy and paste.
- Use an approved template as the starting point.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Canva once in the Notis portal, with Canva enterprise access available for this action.
- 2Create an automation in Automations, then New Automation.
- 3Tell Notis which Canva brand template to autofill and what deal details to include.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal stage change and inspect the job outcome.
Questions about this workflow
What access does this require?
Canva enterprise membership and access to the brand template are required for this action.
Does the design publish automatically?
This action starts an autofill job. It does not publish the resulting design.
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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