Turn a training initiative into an AgencyZoom lead
Connect a new course topic to a lead workflow when it represents a real prospect or training intake that your agency wants to track.
Trigger
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Action
Create lead
Creates a new lead or updates an existing one in agencyzoom; ensure `pipelineid`, `stageid`, `leadsourceid`, and `assignto` reference valid, existing entities.
Why this helps
A new training initiative can require sales tracking, but the details may be announced in Canvas and never reach the agency pipeline.
- Start lead tracking from an announcement that signals a real intake opportunity.
- Keep the course launch context with the lead when available.
- Avoid duplicate lead creation by asking Notis to check for an existing record.
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.
- 3In one instruction, describe which new course topics qualify and how to use valid existing pipeline, stage, source, and assignee details.
- 4Pick New Canvas Discussion Topic as the trigger and choose a report channel.
- 5Test with one real topic and verify the intended lead was created or updated.
Questions about this workflow
Can a course topic create an AgencyZoom lead without pipeline details?
The lead action requires valid pipeline, stage, lead source, and assignee references. Supply those details in the instruction or ensure they can be identified from available context.
Will this create duplicate leads?
The action can create a new lead or update an existing one. Instruct Notis to look for a matching record using reliable identifying details before it acts.
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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