Request consent after a Canvas discussion message
Turn a relevant discussion message into a prompt to send the prepared consent document for signature.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Consent follow-up can get lost among ongoing discussion and course activity.
- Start consent follow-up from a discussion event.
- Reduce repeated checks for messages needing paperwork.
- Keep the consent request in a dedicated signing workflow.
Setup
Build it in a few focused steps.
- 1Connect Canvas and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis when a discussion message needs consent and to send the prepared BoldSign consent document to the relevant participant.
- 4Pick New Canvas Discussion Message as the trigger and select the discussion topic.
- 5Choose a report channel, then test with one real message and confirm the decision and recipient before relying on it.
Questions about this workflow
Will every discussion message cause a document to be sent?
Your instruction should explain which messages require consent. Test with a real example to confirm Notis can identify the relevant case and recipient.
Can the workflow create the consent form?
No. The consent document must already be prepared in BoldSign.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Boldsign. A trigger fires from one place; an action lands in another.
Canvas triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Canvas and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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