Use course milestones to revisit sent proposals
When work reaches a grading milestone, take a moment to review sent proposals connected to the client relationship.
Trigger
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
Sent proposals can fade from view while a team concentrates on course delivery and learner feedback.
- Bring sent proposal context into a meaningful delivery checkpoint.
- Make pipeline review easier to act on in the moment.
- Keep course operations and client follow-up in one run report.
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.
- 3In one instruction, ask Notis to retrieve sent proposals and summarize relevant client context when an assignment is graded.
- 4Choose Canvas Assignment Graded as the trigger.
- 5Choose a report channel, then test with one real graded submission.
Questions about this workflow
Does this update proposal status based on a grade?
No. The selected action retrieves sent proposals. Notis can report context, but it does not change proposal status.
What if there is no client relationship to match?
The run can still retrieve sent proposals, but a meaningful match may require you to provide client or course context in the 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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
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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.
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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.
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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.
Get All Document Types
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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.