Turn a new course topic into a template review
A new discussion topic can point to a training need. See available proposal templates to help your team decide whether a client conversation is timely.
Trigger
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Action
Get All Templates
Tool to retrieve a paginated list of all templates. use when you need to list available templates for selection.
Why this helps
Potential training opportunities can be noticed in course activity but forgotten before anyone checks the tools available to respond.
- Make available proposal templates easier to discover at a course signal.
- Give the team a starting point for evaluating a potential client need.
- Keep opportunity review lightweight and tied to real course activity.
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 available proposal templates when a new discussion topic is created and summarize options for human review.
- 4Choose New Canvas Discussion Topic as the trigger.
- 5Choose a report channel, then test with one real discussion topic.
Questions about this workflow
Does this draft or send a proposal?
No. It retrieves templates and reports available options. Drafting or sending is not one of the listed actions.
Can a discussion topic alone prove there is a sales opportunity?
No. Treat the topic as a signal for review, not proof of buyer intent. Add any relevant 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.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.