Make priority prospect handoffs visible
Bring a high-priority prospect to the attention of the configured Canvas roles with a concise, evidence-based notification.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create account notification
Creates a notification for the Canvas account.
Why this helps
Important lead context can be buried while the team is handling routine follow-up.
- Apply a priority rule you define.
- Summarize the evidence behind the priority decision.
- Set valid notification roles and an end date after the start date.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Canvas once in the Notis portal.
- 2Create an automation named for priority prospect notifications.
- 3Tell Notis to create a Canvas account notification only when the webhook data meets your explicit priority rule, using configured valid roles and supplied start and end dates.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one qualifying example and verify the roles and notification dates.
Questions about this workflow
Can Notis decide which leads are high priority?
Provide the criteria, such as a supplied company attribute or fit rule. The workflow should not invent a threshold.
What date and role details are required?
Provide valid notification roles and start and end dates, with the end after the start.
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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