Surface policy status that needs attention
Give important AgencyZoom policy status a visible place in Canvas, with a scheduled notification that summarizes the item and its next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create account notification
Creates a notification for the Canvas account.
Why this helps
A policy status change can be easy to miss when it is buried among client records and separate work queues.
- Review status information on a predictable schedule
- Put a concise alert in Canvas
- Make the follow-up action clear
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Canvas once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3In one instruction, tell Notis which available policy statuses to flag and how to summarize them in a Canvas account notification.
- 4Choose a recurring schedule, select where run reports should go, and test with one real policy example.
Questions about this workflow
Can this alert detect status changes as they happen?
AgencyZoom trigger events are not available in this package. This workflow reviews information on a schedule, so its timing depends on the cadence you choose.
What should the notification include?
Specify the status, relevant client or policy context, and requested next step. Notis can only include details available from AgencyZoom or your instruction.
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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