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Notis

Create a Canva brand intro from a new Pipedrive organization

Welcome new organizations with a polished, repeatable introduction asset.

Trigger

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

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

New account research and welcome materials compete with higher-value founder work.

  • Improve first impressions
  • Standardize onboarding assets
  • Save preparation time

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and Canva in Notis.
  • 2Create an automation named Organization Brand Intro.
  • 3Tell Notis to create a Canva introduction design using the organization details.
  • 4Pick the New Organization Received trigger.
  • 5Choose a report channel and test with one real organization.

Questions about this workflow

Can the design use a saved asset?

Yes. Include the Canva asset id in your instruction when one is available.

Can I request a specific dimension?

Yes. State the desired preset or custom dimensions.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

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.

ActionInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

TriggerInstant

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.

ActionInstant

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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