Follow up on sales training results in AgencyZoom
When a sales training assignment is graded, let Notis turn the result into a clear next step for your agency team.
Trigger
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
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
Training results can be easy to overlook when they live in Canvas while follow-up work lives in AgencyZoom.
- Create a timely next step from a newly graded submission.
- Include the relevant learner and assignment context in the task when available.
- Keep training follow-up visible in the agency's existing workflow.
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 it.
- 3Tell Notis to review each newly graded submission and create an AgencyZoom task when the result calls for follow-up.
- 4Pick Canvas Assignment Graded as the trigger and choose where run reports should go.
- 5Test with one real graded submission.
Questions about this workflow
Does this trigger run for every Canvas assignment?
The Canvas event polls for newly graded submissions for a specific assignment, so choose that event and describe the intended follow-up in your instruction.
Can the task be assigned to the learner's manager automatically?
Only if Notis can determine a valid AgencyZoom assignee from available context or information you provide. The task action requires valid related entity ids when those fields are used.
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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