Keep course organization records aligned
Use a new course as a prompt to ensure its organization has a current ActiveCampaign account, with available details kept together.
Trigger
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Action
Upsert Account
This tool creates a new account if it doesn't exist or updates an existing account in activecampaign. it is particularly useful to ensure an account exists without creating duplicates, combining the functionality of create and update operations into a single action.
Why this helps
A course launch may reveal updated organization details, but separate CRM account maintenance can leave the record incomplete or duplicated.
- Ensure a related organization account exists.
- Refresh available account details at course creation.
- Reduce the risk of treating every course as a brand-new organization.
Setup
Build it in a few focused steps.
- 1Connect Canvas and ActiveCampaign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to upsert the organization account using a reliable matching detail and the available course information.
- 4Pick New Course Created for User as the trigger and choose where run reports go.
- 5Test with one real course and verify the resulting account.
Questions about this workflow
How does the action decide whether to create or update?
The upsert action creates an account if it does not exist or updates an existing one. State a reliable organization identity and provide available matching details.
What if course data lacks account details?
The action needs an account name and a workable match. Supply missing details through the instruction or another source before expecting a useful account update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Active campaign. A trigger fires from one place; an action lands in another.
Canvas triggers
Active campaign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contact note
Add a note to a contact in activecampaign. the note will be associated with a contact as a subscriber type. the tool will first find the contact id using the provided email address and then create the note.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contact to Automation
This tool adds an existing contact to a specific automation in activecampaign. it first looks up the contact by email address to get their id, then adds them to the specified automation using the /api/3/contactautomations endpoint.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Add Secondary Contact to Deal
This tool adds a secondary contact to an existing deal in activecampaign. if the deal has no primary contact set, this contact will be set as primary if no role is specified. the tool requires the user to have permission to manage deals and expects parameters like contact id (required), deal id (required), and role id (optional).
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Create Account
This tool creates a new account in activecampaign. it represents a business or organization and allows programmatic account creation. the tool requires the account name and optionally accepts parameters such as account url, owner, and custom fields.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Create contact
Creates a new contact in activecampaign with the specified details. this action allows you to create a new contact with basic information like email, name, phone, organization details, and tags. the email address is the only required field, while all other fields are optional.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Create contact task
Create a task associated with a contact in activecampaign. this action allows you to create a new task that will be associated with a specific contact in your activecampaign account. the task can include details such as due date, title, description, and can be assigned to a specific user.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Create Deal Pipeline
Creates a new deal pipeline in activecampaign. a deal pipeline is a visual representation of your sales process that helps organize and track deals through different stages. when you create a new pipeline, it automatically comes with three default stages: 'to contact,' 'in contact,' and 'follow up.'
New Canvas File Upload
Polls a Canvas course for new file uploads.
Create Deal Task Type
This tool creates a new deal task type in activecampaign. deal task types are used to categorize and organize tasks associated with deals, and they are an important feature for maintaining a structured task management system within the deals pipeline. this action complements the existing active campaign create deal task action by enabling the creation of custom task types that can be used when creating deal tasks.
Connect any two apps with Notis in the middle.
Canvas and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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