Turn repeated objections into a team discussion
Review the objections present in your chosen lead records and bring recurring themes to a Canvas discussion for action.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create discussion entry
Posts an entry in a Canvas discussion topic.
Why this helps
Repeated objections can remain buried in individual prospect records instead of informing team decisions.
- Surface repeated themes from a defined dataset.
- Keep observations tied to the selected time period.
- Give the team a discussion entry with open questions.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Canvas once in the Notis portal.
- 2Create an automation named for prospect objection review.
- 3Tell Notis which Aeroleads records and period to review, how objections are identified, and which existing Canvas discussion topic should receive the summary.
- 4Pick the Notis cron trigger and choose the review schedule and report channel.
- 5Test with a real period and inspect whether each theme is supported by the available lead details.
Questions about this workflow
Can Notis know which lead records were already reviewed?
Provide a date range, record status, or previous review baseline. Notis cannot infer unavailable history.
Where does the summary go?
Provide the Canvas course and discussion topic identifiers for an existing topic.
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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