Turn contact updates into Canva brief designs
When a contact record changes, start a Canva brief design with the updated context and the format you need.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Create canva design with optional asset
Create a new canva design using a preset or custom dimensions, and add an asset with `asset id` from a user's project using relevant apis.
Why this helps
Contact changes can affect a brief or account handout, but the update is easy to miss when the work is split across Salesforce and Canva.
- Create a new design from relevant contact update context.
- Use a Canva preset or custom dimensions described in your prompt.
- Reduce repeated copy-paste when preparing contact-related materials.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Canva once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for contact briefs.
- 3Tell Notis what brief to create from changed contact details and specify a Canva preset or custom dimensions.
- 4Choose Contact Updated as the trigger, then choose where run reports should go.
- 5Test with one real contact update and review the created design.
Questions about this workflow
Does this create a populated brand template?
This action creates a Canva design using a preset or custom dimensions and can add an asset from a user's project. Brand template autofill is a separate action.
Can the design include an existing Canva asset?
Yes. The create design action can add an asset using its asset identifier. Include that identifier in your instruction if you want to use one.
Does the trigger include what changed?
The Contact Updated event emits changed fields alongside relevant timestamps, which can provide context for the design instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Canva. A trigger fires from one place; an action lands in another.
Salesforce triggers
Canva actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Access user specific brand templates list
This year, brand template ids will change; integrations storing them must update within 6 months. also, api use requires canva enterprise membership.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create canva design with optional asset
Create a new canva design using a preset or custom dimensions, and add an asset with `asset id` from a user's project using relevant apis.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create comment reply in design
This preview api allows replying to comments within a design on canva, with a limit of 100 replies per comment. users should note potential unannounced changes, and that preview apis are not eligible for public integrations.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create design comment in preview api
This api is in preview and may change without notice; integrations using it won't pass review. it allows creating comments on a design, with a limit of 1000 comments per design.
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 user or sub folder
This api creates a folder in a canva user's projects at the top level or within another folder, returning the new folder's id and additional details upon success.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete asset by id
You can delete an asset by specifying its `assetid`. this operation mirrors the behavior in the canva ui. deleting an item moves it to the trash. deleting an asset doesn't remove it from designs that already use it.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Exchange oauth 2 0 access or refresh token
The oauth 2.0 endpoint issues time-limited (4-hour) access tokens of up to 4kb for user authorization via codes or refresh tokens. it requires client id/secret for authentication.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Fetch asset upload job status
Summarize asset upload outcome by repeatedly calling the endpoint until a 'success' or 'failed' status is received after using the create asset upload job api.
Connect any two apps with Notis in the middle.
Salesforce and Canva, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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