Bring new Salesforce leads into Canny
Have Notis check each new lead for an existing Canny profile and create or update the user using the available details.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
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"
Why this helps
New prospects can be missing from the feedback workspace when user provisioning is a separate manual chore.
- Cut repetitive user provisioning steps.
- Use a new lead event as a timely prompt.
- Keep duplicate handling focused on an existing profile lookup.
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 check for the lead in Canny and create or update the user with available details.
- 4Pick New Lead as the trigger and choose where run reports go.
- 5Test with one real Salesforce lead.
Questions about this workflow
What if the person already exists in Canny?
The action supports creating or updating a user. Tell Notis to check by a reliable identifier such as email before proceeding.
Does this add the person to a particular Canny board?
The listed user action provisions a Canny user. It does not specify board membership.
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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