Check Canny company context when Salesforce accounts change
When an account is created or updated, have Notis retrieve Canny companies and identify possible matches from the available account details.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
List Companies
Tool to list companies associated with your canny account. use after authentication to retrieve companies with pagination support.
Why this helps
Account changes can go unnoticed by product teams who need to connect feedback with customer organizations.
- Bring account changes into the feedback workflow.
- Flag possible matching company context for review.
- Avoid silently assuming a match when company data differs.
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, ask Notis to list Canny companies and report possible matches based on the changed account details.
- 4Pick Account Created or Updated as the trigger and choose where run reports go.
- 5Test with one real Salesforce account change.
Questions about this workflow
Will this change a Canny company record?
No. The selected action lists companies. This workflow reports possible matches from returned data.
Does Canny company data always match Salesforce account names?
Not necessarily. Ask Notis to present possible matches and flag uncertainty for review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Canny.