Coordinate client follow-ups in one Canvas discussion
Give a client follow-up a shared discussion space, based on the AgencyZoom update and details you choose to include.
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
Client follow-ups can stall when people need to piece together context from disconnected tools.
- Create a shared place to coordinate next steps
- Carry useful client context into the discussion
- Reduce repeated status checks
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Canvas once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3In one instruction, tell Notis how to summarize a client follow-up update and post it as an entry in the specified Canvas discussion topic.
- 4Choose a webhook trigger, select where run reports should go, and test with one real client follow-up.
Questions about this workflow
Does this create a new discussion topic?
No. This action creates an entry in an existing Canvas discussion topic. Identify the topic in your instruction or provide it when starting the workflow.
What if the webhook lacks client context?
The automation can only use information included in the request or available through the connected app. Provide missing context in the instruction or webhook payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Canvas. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Canvas, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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