Link a Canva design brief to a new Pipedrive note
Give account notes a direct path to the visual asset they reference.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Fetch design metadata and access information
Gets the metadata for a design. this includes owner information, urls for editing and viewing, and thumbnail information.
Why this helps
Notes often mention assets without giving teammates a usable link.
- Make referenced assets obvious
- Speed internal handoffs
- Reduce duplicate searches
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Canva in Notis.
- 2Create an automation named Note Linked Design Brief.
- 3Tell Notis to locate the Canva design referenced by the note and return access details.
- 4Pick the New Note Received trigger.
- 5Choose a report channel and test with one real note.
Questions about this workflow
What if the note names several designs?
Ask Notis to return each matching design with its access information.
Does this edit the Pipedrive note?
This workflow only retrieves Canva metadata and reports it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Canva. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Canva, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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