Keep Salesforce opportunity context close to customer feedback
When an opportunity changes in Salesforce, have Notis check Canny for linked opportunity context and update your follow-up workflow with what it finds.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
List Opportunities
Tool to list opportunities linked to posts. use when you need to fetch customer opportunities synced from crm.
Why this helps
Sales and product context gets scattered when an opportunity changes and nobody remembers to check related feedback.
- Reduce manual context checks after opportunity changes.
- Help product teams connect customer feedback with sales context.
- Keep opportunity review work visible.
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, say how to use the changed opportunity details to review related Canny opportunities and report findings.
- 4Pick New or Updated Opportunity as the trigger and choose where run reports go.
- 5Test with one real Salesforce opportunity update.
Questions about this workflow
Does this create or update an opportunity in Canny?
The listed Canny action retrieves opportunities linked to posts. Describe the review or reporting outcome you want; this action does not create or update opportunities.
What happens if the Salesforce record has no Canny match?
Ask Notis to report that no related Canny opportunity was found rather than assume a match.
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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