Share the Right Canvas Resource at the Right Customer Milestone
Make a relevant learning resource available when a customer reaches a milestone, with recipients and content specified up front.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create content share
Shares a Canvas content item with selected users.
Why this helps
Useful learning resources are easy to overlook when customer milestones happen in a separate system.
- Share an existing course resource at a useful milestone.
- Carry recipient and content details through the handoff.
- Reduce manual resource lookup and sharing.
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 milestone resource sharing.
- 3Tell Notis to share the specified existing Canvas content item with the listed valid users when the milestone request arrives.
- 4Choose the webhook trigger and a destination for run reports.
- 5Test with one real milestone and verify the resource and recipients.
Questions about this workflow
Does this create a new Canvas resource?
No. This action shares an existing content item, so the request must identify the item and recipients.
Can Notis pick a resource based on the milestone?
Only when the appropriate resource-selection guidance or data is supplied. Otherwise, include the content item explicitly.
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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