Audit Canny feedback for new organizations
Start account conversations with the feedback history already available.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
List Posts
Tool to list posts with various filters. use after selecting a board or to search/filter posts.
Why this helps
Teams create duplicate feedback because nobody checks whether the new account already has related posts.
- Find existing account feedback
- Prevent duplicate posts
- Speed up account research
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Canny in Notis once.
- 2Create an automation that lists relevant Canny posts for each new organization and summarizes matches.
- 3Pick the Pipedrive New Organization Received trigger.
- 4Choose a report destination and test with one real organization.
Questions about this workflow
Can it search by organization name?
Yes, instruct Notis to use the organization identifiers available in the event.
What happens when no posts match?
Have the automation report that no related feedback was found for follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Canny. A trigger fires from one place; an action lands in another.
Pipedrive 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).
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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.".
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Canny, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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