Research a prospect when a Canvas discussion changes
When a discussion adds context, use the moment to review Autobound insights for a company or prospect you identify.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Action
Generate Insights
Tool to generate ranked prospect or company insights. Use after resolving identifiers to retrieve the most relevant insights.
Why this helps
Useful context arrives in different places, making it harder to pick up sales research when attention shifts back to it.
- Use discussion activity as a timely research cue.
- Ask for ranked insights relevant to a stated prospect or company.
- Keep the required identifiers and research goal in the automation instruction.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Autobound once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the company or prospect to research, its identifiers, and the decision the insights should support.
- 4Pick New Canvas Discussion Message as the trigger and choose where run reports go.
- 5Test with one real discussion message and review the report.
Questions about this workflow
Does the discussion message automatically identify a company in Autobound?
That is not guaranteed by the listed event. State the identifiers or resolution approach in your instruction, and report missing information.
Can I specify which insights matter?
Yes. Describe the question or decision the ranked insights should support. Autobound generates insights after identifiers are resolved.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Autobound. A trigger fires from one place; an action lands in another.
Canvas triggers
Autobound actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate Insights
Tool to generate ranked prospect or company insights. Use after resolving identifiers to retrieve the most relevant insights.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate Personalized Content
Tool to generate hyper-personalized sales content. Use after confirming contact and user details.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
New Canvas File Upload
Polls a Canvas course for new file uploads.
Connect any two apps with Notis in the middle.
Canvas and Autobound, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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