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How to connect Canny and Salesmate
Create a New Scenario to Connect Canny and Salesmate
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Canny, triggered by another scenario, or executed manually (for testing purposes). In most cases, Canny or Salesmate will be your first step. To do this, click "Choose an app," find Canny or Salesmate, and select the appropriate trigger to start the scenario.
Add the Canny Node
Select the Canny node from the app selection panel on the right.
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Add the Salesmate Node
Next, click the plus (+) icon on the Canny node, select Salesmate from the list of available apps, and choose the action you need from the list of nodes within Salesmate.
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Authenticate Salesmate
Now, click the Salesmate node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesmate settings. Authentication allows you to use Salesmate through Latenode.
Configure the Canny and Salesmate Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Canny and Salesmate Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Canny
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Webhook response
Save and Activate the Scenario
After configuring Canny, Salesmate, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Canny and Salesmate integration works as expected. Depending on your setup, data should flow between Canny and Salesmate (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Canny and Salesmate
Canny + Salesmate + Slack: When a new feature request is created in Canny, a task is created in Salesmate to follow up on the request. A message is then sent to a dedicated Slack channel to notify the team of the new feature request and the associated Salesmate task.
Salesmate + Canny + Google Sheets: When a deal is closed in Salesmate, the automation retrieves feedback related to the deal from Canny using tags. This feedback, along with deal information, is then added as a new row to a Google Sheet for future product improvements.
Canny and Salesmate integration alternatives
About Canny
Integrate Canny with Latenode to automate feedback management. Capture user suggestions and bug reports directly, then route them to the right teams. Use AI to categorize input, update task trackers, and notify users of progress, automating the feedback loop and improving responsiveness.
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About Salesmate
Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.
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FAQ Canny and Salesmate
How can I connect my Canny account to Salesmate using Latenode?
To connect your Canny account to Salesmate on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Canny and click on "Connect".
- Authenticate your Canny and Salesmate accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Salesmate deals from new Canny feature requests?
Yes, you can! Latenode enables automated deal creation, ensuring sales instantly sees high-demand features. This closes the loop between feedback and revenue, powered by flexible logic.
What types of tasks can I perform by integrating Canny with Salesmate?
Integrating Canny with Salesmate allows you to perform various tasks, including:
- Create new Salesmate contacts from new Canny users.
- Update Salesmate deals based on Canny feature request status.
- Send Salesmate notifications for high-priority Canny posts.
- Trigger Salesmate email sequences based on Canny user feedback.
- Automatically log Canny feedback within Salesmate contact notes.
Can I use custom JavaScript code within my Canny + Salesmate workflows?
Yes, you can. Latenode allows JavaScript integration, letting you transform data and build complex logic beyond simple no-code options for ultimate flexibility.
Are there any limitations to the Canny and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical Canny data prior to integration setup won't be synced automatically.
- Complex Canny custom fields might require JavaScript transformations.
- Salesmate API rate limits may affect high-volume data processing.
