Make account research easier to discuss
Put the company facts and unresolved questions into the Canvas discussion your team already uses to review prospects.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create discussion entry
Posts an entry in a Canvas discussion topic.
Why this helps
Research sits in separate notes, so the team repeats work or misses unanswered questions.
- Summarize the source details in a consistent format.
- Separate known facts from open questions.
- Keep review in the designated Canvas discussion topic.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Canvas once in the Notis portal.
- 2Create a new automation and name it for account research review.
- 3Tell Notis to summarize each webhook payload into a Canvas discussion entry, distinguish supplied facts from unanswered questions, and use the configured course and topic.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one researched company and check the entry in the intended topic.
Questions about this workflow
What does the webhook need to include?
Send the company or contact details you want summarized. Notis can only use fields present in the payload or supplied instructions.
Does this create a discussion topic?
No. This action creates an entry in an existing discussion topic, so provide the Canvas course and topic identifiers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Canvas. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Canvas actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create account notification
Creates a notification for the Canvas account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort Quiz Report Generation
Cancels quiz report generation or removes a previously generated report.
Create appointment group
Creates an appointment group with schedulable time slots.
Add conversation message
Adds a follow-up message to an existing conversation.
Create an assignment
Creates an assignment in a Canvas course.
Add course to favorites
Adds a course to the current user’s favorites; no change occurs if it is already saved.
Create assignment override
Creates an assignment override to adjust dates for selected students, a group, or a course section.
Add group to favorites
Adds a group to the current user’s favorites; no change occurs if it is already saved.
Connect any two apps with Notis in the middle.
Aeroleads and Canvas, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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