Create Canva proposal drafts from Salesforce opportunities
Keep proposal prep moving. When an opportunity changes, Notis can use its details to autofill your Canva brand template.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Initiate canva design autofill job
Upcoming brand template id updates require migration within 6 months. canva enterprise users can auto-fill designs using various data types, including experimental chart data. monitor jobs with specific api.
Why this helps
Proposal details live in Salesforce, while the proposal starts in Canva. Copying them across adds busywork and slows follow-up.
- Reduce repeated entry between your CRM and proposal template.
- Start from current opportunity details when a deal changes.
- Keep proposal drafts consistent with your Canva brand template.
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 proposal drafts.
- 3Tell Notis to use updated opportunity details to autofill your chosen Canva proposal template; provide the template identifier and any content rules in your instruction.
- 4Choose New or Updated Opportunity as the trigger, then choose where run reports should go.
- 5Test with one real opportunity and confirm Canva's autofill job succeeds. Canva Enterprise access is required for brand template autofill.
Questions about this workflow
What does this workflow create?
It starts a Canva design autofill job using a brand template and data from the changed Salesforce opportunity. The template and supported fields must be available to your Canva account.
Does Canva autofill require a specific plan?
The listed Canva autofill action requires Canva Enterprise membership.
Will every Salesforce field fit the template?
Only fields supported by the chosen template can be filled. Include the template identifier and your instructions for handling missing details in the automation prompt.
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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