Start the week with a focused lead review
Give your team one scheduled Canvas thread with the prospects to review, the context available, and the next decisions to make.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create conversation
Sends messages by starting a Canvas conversation or adding to an existing one.
Why this helps
Prospect reviews often depend on someone remembering to gather scattered research and prompt the team.
- Create a predictable review point.
- Group available lead context into a readable summary.
- Call out missing information instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Canvas once in the Notis portal.
- 2Create an automation named for the weekly prospect review.
- 3Tell Notis to review Aeroleads lead data it can access, summarize new or unresolved prospects using a supplied baseline, and start a Canvas conversation with configured recipients.
- 4Pick the Notis cron trigger and set the review schedule, then choose where run reports should go.
- 5Test with one real review and verify that the conversation states the period and data considered.
Questions about this workflow
Can this identify new leads without a baseline?
Not reliably. Supply a date window, previous review, or other baseline so Notis can distinguish new or unresolved records.
Does Aeroleads supply a scheduled trigger?
No source trigger is listed. This workflow starts on a Notis cron schedule.
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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