Keep customer context current from course resources
Let Notis record useful context from new course resources on the right AgencyZoom customer profile when the connection is clear.
Trigger
New Canvas File Upload
Polls a Canvas course for new file uploads.
Action
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
Why this helps
A course file that matters to a customer relationship can remain separate from the customer record your team uses for follow-up.
- Bring relevant resource context closer to the customer record.
- Avoid manual note-taking for course materials that affect an active relationship.
- Require a clear record match before adding a note.
Setup
Build it in a few focused steps.
- 1Connect Canvas and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the workflow.
- 3Tell Notis which course uploads are relevant and to add a brief note only when it can identify a valid AgencyZoom customer id.
- 4Pick New Canvas File Upload as the trigger and choose where run reports should go.
- 5Test with one real upload and confirm the note appears on the intended customer.
Questions about this workflow
Can the workflow attach the uploaded file to AgencyZoom?
This action creates a customer note. The described action does not upload or attach a file, so the note can record relevant context without claiming to transfer the file.
What if the customer cannot be identified?
The instruction should tell Notis to skip the note and report that the customer match is unclear rather than guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Agencyzoom. A trigger fires from one place; an action lands in another.
Canvas triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Batch create leads
Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Batch delete tasks
Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Change lead status
Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
New Canvas File Upload
Polls a Canvas course for new file uploads.
Create a driver for an opportunity
Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.
Connect any two apps with Notis in the middle.
Canvas and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agencyzoom.