Make urgent training discussions actionable
Give urgent customer or policy issues raised in training a clear AgencyZoom follow-up task.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Action
Create task post endpoint
Creates a new task in agencyzoom; ensure `assigneeid`, `customerid`, or `leadid` are valid existing entities if provided, and use `contactemail`, `customerid`, or `leadid` to link the task to a contact.
Why this helps
An urgent issue can sit in a course discussion while the agency team continues working from a separate task list.
- Surface urgent messages that need agency attention.
- Preserve the issue details and course context for the assignee.
- Create a task only when a valid customer, lead, or contact can be linked.
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 give it a clear name.
- 3Tell Notis how to recognize an urgent customer or policy issue and create a linked task only when the related record is clear.
- 4Pick New Canvas Discussion Message as the trigger and choose where run reports go.
- 5Test with one real urgent discussion message and confirm the task details.
Questions about this workflow
Can the workflow change a customer's policy status?
No. The selected action creates an AgencyZoom task. It does not update or retrieve policy status.
What if the message describes an issue but has no customer details?
Ask Notis to create a task only when the related record is clear, or to report the missing link so a person can review it.
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
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