Use Salesforce record changes to find related Canny feedback
When a monitored Salesforce record changes, have Notis search Canny posts using the record details returned by the trigger.
Trigger
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.
Action
List Posts
Tool to list posts with various filters. use after selecting a board or to search/filter posts.
Why this helps
Product or customer context held in Salesforce can change without prompting anyone to revisit relevant feedback.
- Tie a monitored record change to feedback review.
- Use the fields selected for the trigger as search context.
- Keep uncertain matches visible for human review.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Canny once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, tell Notis to search Canny posts using the returned record details and report possible matches.
- 4Pick Record Updated as the trigger, specify the SObject type and returned values, and choose where run reports go.
- 5Test with one real monitored record change.
Questions about this workflow
Which Salesforce object can this monitor?
The generic trigger supports an SObject type and selected returned field values. Choose the relevant record type and fields when picking the trigger.
Does Notis change the Canny posts it finds?
No. This workflow lists and summarizes posts; it does not update them.
When this happens · Trigger
Do this · Action
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.
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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