Put Customer Training on the Canvas Calendar
Turn a confirmed training date into a course calendar event while the request is still in view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Calendar Event
Creates a calendar event, optionally as a recurring series.
Why this helps
A training date recorded in the CRM can be forgotten when nobody adds it to the course calendar.
- Add confirmed training sessions to the relevant Canvas calendar.
- Keep session timing with the course context.
- Reduce missed calendar handoffs.
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 training dates.
- 3Tell Notis to create a Canvas calendar event only when the request provides a course context and confirmed event timing.
- 4Choose the webhook trigger and where to receive run reports.
- 5Test with one real scheduled session and check the event details in Canvas.
Questions about this workflow
Will Notis choose a date if the request has none?
No. The webhook request must provide confirmed timing; otherwise, the workflow should report that it needs more information.
Can the event be added to a course calendar?
Provide the intended Canvas context in the request so the event is created in the correct place.
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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