Turn relevant Canvas topics into Apollo follow-ups
Spot a course topic that needs a customer conversation and give the relationship owner a clear follow-up in Apollo.
Trigger
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Action
Create Apollo Task
Creates a distinct apollo.io task for each contact id in contact ids, assigning them to user id; this action is not for free plan users and repeated calls create duplicate tasks.
Why this helps
Important questions raised in a pilot course can get buried while your team is tracking customer work in Apollo.
- Surface course topics that need customer attention.
- Create a follow-up task for a known Apollo contact.
- Keep customer conversations connected to the course context.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Apollo once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis which new topics merit a customer follow-up and to create a task for the matching Apollo contact.
- 4Choose New Canvas Discussion Topic as the trigger and select where run reports go.
- 5Test with one real course topic and review the task.
Questions about this workflow
Will every new topic create a task?
Describe which topics warrant follow-up in the automation instruction. Notis can use the topic and course details returned by Canvas.
What if the responsible contact is unclear?
Tell Notis to report the topic for review instead of creating a task when it cannot identify a matching Apollo contact and owner.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Apollo. A trigger fires from one place; an action lands in another.
Canvas triggers
Apollo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Contacts to Sequence
Adds contacts to a specified apollo email sequence by initiating an asynchronous background job and returning its details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Bulk organization enrichment
Enriches data for up to 10 organizations simultaneously by providing a list of their base company domains (e.g., 'apollo.io', not 'www.apollo.io').
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Create an Apollo account
Creates a new account in apollo.io; a new record is created even if a similar account exists, and provided `owner id` or `account stage id` must be valid existing ids.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Create Apollo contact
Creates a new contact in apollo.io; use `account id` to link to an organization and `contact stage id` for sales stage, noting that apollo does not perform automatic deduplication.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Create Apollo deal
Creates a new sales opportunity (deal) in apollo.io; all provided ids (`owner id`, `account id`, `opportunity stage id`) must be valid existing apollo identifiers.
New Canvas File Upload
Polls a Canvas course for new file uploads.
Create Apollo Task
Creates a distinct apollo.io task for each contact id in contact ids, assigning them to user id; this action is not for free plan users and repeated calls create duplicate tasks.
Connect any two apps with Notis in the middle.
Canvas and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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