Keep client details handy when course materials arrive
New course files can prompt a quick check that the relevant client context is at hand before the team acts on the material.
Trigger
New Canvas File Upload
Polls a Canvas course for new file uploads.
Action
Get Company
Tool to retrieve details of a specific company. use when you need company metadata by id.
Why this helps
Client materials and company details can live in separate places, making it harder to confirm who a course deliverable belongs to.
- Make client details easier to retrieve around course file activity.
- Prompt a human to verify which company the material belongs to.
- Reduce manual lookup across delivery and proposal tools.
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 company details relevant to a new course file upload and report the likely match for review.
- 4Choose New Canvas File Upload as the trigger.
- 5Choose a report channel, then test with one real course file upload.
Questions about this workflow
Does this upload the file to Better Proposals?
No. The action retrieves company details from Better Proposals; the listed actions do not upload files.
What if the company match is unclear?
Have Notis report that the match is uncertain. Include a client name or other available matching context in your instruction if needed.
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.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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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