Connect Canny and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Post
New Comment
New Vote
Post Status Change
Tag Added to Post
Choose an Action
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
Ready to use Canny and CRM.io automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post
Triggers when a new post is created.
New Comment
Triggers when a new comment is added to a specific post.
New Vote
Triggers when a new vote is created
Post Status Change
Triggers when posts status is changed
Tag Added to Post
Triggers when tag is added to post
Do thisActions
Action is the task that follows automatically within your Canny integrations.
Comment on a post
creates a new comment
Create a Post
Creates a new post
Change Post Status
Changes a post status
Create or Update User
Finds the id for a user. If the user does not exist, one is created, and its id is returned. If the user does exist, they will be updated with the data supplied.
Find Post
Finds an existing post
List All Boards
Returns a list of all boards associated with your company, in no particular order.
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Frequently Asked Questions
To start, connect both your Canny and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Canny triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Canny data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Canny and CRM.io typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Canny and CRM.io. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Canny
Canny is a user feedback tool that helps you collect, organize, and analyze feedback from your users to make informed product decisions.
Learn MoreAbout CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
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