Keep Apollo accounts in sync with Canvas pilot launches
A new pilot course is a meaningful customer milestone. Have Notis carry that context into Apollo so your team can follow up without switching systems.
Trigger
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Action
Update an Apollo account
Updates specified attributes of an existing account in apollo.io.
Why this helps
Pilot launches can be easy to miss when course setup happens in Canvas and account planning happens in Apollo.
- Record pilot launch context on the matching Apollo account.
- Reduce manual updates across Canvas and Apollo.
- Help the team follow up with the right customer 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 to find the matching customer account and record the pilot launch context in Apollo.
- 4Choose New Course Created for User as the trigger and select where run reports go.
- 5Test with one real pilot course and review the update.
Questions about this workflow
Does this workflow create an Apollo account if there is no match?
No. It updates a matching existing account. Ask Notis to report unmatched courses for review.
Can it identify which courses are pilots?
Tell Notis how to recognize a pilot course in its name or available course details. If that context is not available, supply it in the instruction.
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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