Keep client proposal follow-up visible during delivery
A new submission can be a useful delivery checkpoint. Pair it with opened proposal context so possible client follow-ups do not get buried.
Trigger
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Teams delivering training for clients may miss a chance to follow up on an opened proposal while focused on course work.
- Surface opened proposal context during active course delivery.
- Give the team a concise prompt for reviewing possible follow-ups.
- Reduce context switching between learning activity and sales tracking.
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 opened proposals when a new submission arrives and summarize any relevant client follow-up context.
- 4Choose New Canvas Assignment Submission as the trigger.
- 5Choose a report channel, then test with one real assignment submission.
Questions about this workflow
Will every submission create a proposal follow-up?
No. Notis can retrieve opened proposals and summarize possible relevance; your instruction should ask it to flag candidates for review rather than assume a match.
Can it identify the client automatically?
Only when the available course and proposal data support a reliable match. Supply any needed matching context in your instruction.
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.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
New Canvas Discussion Topic
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.
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.
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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No card. Works with personal or business Better proposals.