Connect Salesforce to Canny
When something happens in Salesforce, Notis takes the next step in Canny. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Salesforce to Canny
Sync Salesforce Opportunities to Canny
Keep Canny opportunity context current when Salesforce opportunities are created or updated.
Turn Salesforce Task Completions into Canny Changelog Entries
Draft a Canny changelog entry from completed Salesforce tasks that describe shipped customer work.
Add New Salesforce Leads as Canny Users
Create or update a Canny user when a Salesforce lead is created, using available lead details.
Provision New Salesforce Contacts in Canny
Create or update Canny user profiles when Salesforce records a newly created contact.
Review Canny User After a Salesforce Contact Update
Use changed contact fields to retrieve the corresponding Canny user and report profile differences.
Review Canny Companies After a Salesforce Account Change
When an account changes, retrieve Canny companies and report any likely customer context for follow-up.
Find Canny Feedback Related to New Salesforce Leads
Search Canny posts when a new lead arrives and summarize possible feedback matches for review.
Surface Canny Feedback for Updated Salesforce Opportunities
Search existing Canny posts after an opportunity changes and summarize relevant customer feedback.
Review Canny Comments When Salesforce Adds a Contact
Use new contact details to search Canny comments and report feedback context that may be relevant.
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Canny. A trigger fires from one place; an action lands in another.
Salesforce 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).
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.".
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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"
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create Tag
Tool to create a new tag. use when you have the boardid and tag name and need to categorize posts.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Salesforce and Canny
Connect any two apps with Notis in the middle.
Salesforce and Canny, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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