Start client courses with the signed agreement in view
A new course is a useful moment to confirm what the client agreed to. Get signed proposal context alongside the Canvas course launch.
Trigger
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Action
Get Signed Proposals
Tool to retrieve all signed proposals. use when you need to list proposals clients have signed after confirming credentials.
Why this helps
Training teams can launch a client course without quickly checking the signed proposal for scope, dates, or commitments.
- Bring signed proposal context into the course launch moment.
- Reduce manual searching across course and proposal tools.
- Make it easier to spot launch details that may need a human check.
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 find and summarize signed proposal context relevant to a newly created course.
- 4Choose New Course Created for User as the trigger.
- 5Choose a report channel, then test with one real course creation.
Questions about this workflow
Does this create or change a proposal?
No. It retrieves signed proposal information and prepares a summary for the run report.
How does Notis know which proposal relates to a course?
Ask Notis to match using available course and proposal details. If the apps do not provide a reliable shared client identifier, include matching guidance 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.
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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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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.