Get a Canvas Data Brief for Customer Onboarding
Start a customer onboarding review with the Canvas data your team needs already gathered and summarized.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch Data
Retrieves a selected category of Canvas data.
Why this helps
Preparing an onboarding review takes extra time when relevant course information has to be fetched and assembled manually.
- Gather a specified Canvas data category on a recurring schedule.
- Prepare a concise brief for onboarding discussions.
- Reduce manual data collection before a review.
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 onboarding brief.
- 3Tell Notis to fetch exactly the Canvas data category and IDs you specify, then summarize the results using your onboarding context.
- 4Choose the cron schedule and a destination for run reports.
- 5Test with one real category and confirm the returned data supports the brief.
Questions about this workflow
Can the workflow fetch several data categories in one action?
The Fetch Data action requires exactly one category flag per request. Keep the automation focused on a specified category.
Can Notis include CRM history in the brief?
Only when that context is made available to the automation. The Canvas fetch alone does not provide Agile CRM history.
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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