Keep client commitments close to course conversations
A discussion may raise a question about delivery or scope. Give your team proposal context to review alongside the conversation.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Action
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Why this helps
Course discussions can surface client questions, while the proposal details that answer them sit elsewhere.
- Pair course conversation with proposal context for human review.
- Help teams notice when a discussion may touch delivery commitments.
- Reduce the effort of searching proposals while following a course thread.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Better Proposals once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Ask Notis to retrieve proposals when a discussion message arrives and summarize any apparent client or scope context for review.
- 4Choose New Canvas Discussion Message as the trigger.
- 5Choose a report channel, then test with one real discussion message.
Questions about this workflow
Can Notis determine whether a message changes contractual scope?
The workflow retrieves proposal information and can summarize apparent context. Have a person review any scope or commitment decisions.
What proposal data is retrieved?
The selected action retrieves a paginated list of all proposals. Your instruction can ask Notis to focus its report on relevant details available in the results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Better proposals. A trigger fires from one place; an action lands in another.
Canvas triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
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Polls a Canvas course for new discussion topics.
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New Course Created for User
Polls Canvas for newly created courses for a specific user.
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Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
New Canvas File Upload
Polls a Canvas course for new file uploads.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Canvas and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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