Bring training submission context into AgencyZoom
Keep coaching context close to the lead record by asking Notis to summarize new training submissions into a note.
Trigger
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Action
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
Reviewing training work in Canvas and then manually carrying its context into AgencyZoom adds another task to a busy day.
- Reduce manual copying between learning and sales systems.
- Keep a concise summary attached to the relevant lead when the relationship is identifiable.
- Make coaching context easier to find during later follow-up.
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.
- 3In one instruction, ask Notis to summarize each new submission and add a note to the related AgencyZoom lead when a valid lead id is available.
- 4Pick New Canvas Assignment Submission as the trigger and choose a report channel.
- 5Test with one real submission and confirm the note is attached to the intended lead.
Questions about this workflow
Does Canvas provide an AgencyZoom lead id?
Not necessarily. The instruction must explain how Notis can identify the related lead from available information, or the lead id must be supplied. Notis should not guess a record.
Can this update an existing note?
No. The AgencyZoom action creates a new lead note and does not edit or retrieve existing notes.
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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