Review customer opportunities linked to Canny
Bring revenue context into product feedback reviews before priorities are set.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Opportunities
Tool to list opportunities linked to posts. use when you need to fetch customer opportunities synced from crm.
Why this helps
Product teams see votes but miss the customer opportunities attached to the request.
- Connect feedback to revenue context
- Improve cross team prioritization
- Reduce missed follow up
Setup
Build it in a few focused steps.
- 1Connect Canny in Notis once.
- 2Create an automation for a recurring opportunity review.
- 3Tell Notis which linked opportunities and post details to include in the report.
- 4Pick a recurring schedule and choose a report channel.
- 5Run one test execution with a known opportunity.
Questions about this workflow
Can it focus on selected boards?
Yes, specify the boards or post filters to review.
Does it update CRM records?
No. This workflow lists linked Canny opportunities.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Canny. A trigger fires from one place; an action lands in another.
Typeform 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).
New Form Response
Triggers when a respondent completes and submits the form.
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.
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.".
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.
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"
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.
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.
Typeform and Canny, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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