Refine Canny posts with fresh sales context
Keep feedback records complete as customer conversations evolve.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Update Post
Tool to update post details. use when you need to change a post's title, details, eta, images, or custom fields.
Why this helps
Product posts become misleading when important requirements remain only in CRM notes.
- Preserve evolving requirements
- Improve handoff quality
- Keep product records accurate
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Canny in Notis once.
- 2Create an automation that updates the related Canny post details with relevant new note context.
- 3Pick the Pipedrive New Note Received trigger.
- 4Choose where run reports go and test with one real note.
Questions about this workflow
Will it overwrite existing details?
Tell Notis whether to append, revise, or preserve existing post content in your instruction.
Can it update an ETA?
If the note contains a reliable timeline, instruct Notis to update the post ETA when appropriate.
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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