Review Customer Program Assignments on a Schedule
Get a regular view of course assignments alongside the customer-program context your team supplies.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all assignments
Retrieves the assignments for a specific Canvas course.
Why this helps
Course work and customer program status can drift apart when teams only review them after a problem appears.
- Bring course assignments into a recurring review.
- Reduce context switching between customer programs and course content.
- Surface assignment details for the team to inspect.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Canvas once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the assignment review.
- 3Tell Notis to fetch assignments for the specified Canvas course and summarize them against the customer-program context you provide.
- 4Choose the cron schedule and where run reports should go.
- 5Test with one real course and confirm the fetched assignment list is relevant.
Questions about this workflow
Can this report assignment completion or grades?
The listed action fetches assignments for a course. It does not provide submission status or grades.
Where does the customer-program context come from?
Supply that context in the automation instruction or another available input. The workflow should not assume CRM fields that are not provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Canvas. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Canvas, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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