Check release status when a Canvas file is uploaded
Keep course content permissions visible by checking for related BoldSign releases when a file arrives.
Trigger
New Canvas File Upload
Polls a Canvas course for new file uploads.
Action
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Why this helps
A new course file can be difficult to reconcile with its contributor release paperwork.
- Prompt a release status lookup at upload time.
- Reduce manual searching for contributor paperwork.
- Make missing or completed releases visible for follow-up.
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 how to identify the related BoldSign release and report its status for a new uploaded file.
- 4Pick New Canvas File Upload as the trigger and select the course.
- 5Choose a report channel, then test with one real upload and confirm the related release is correctly identified.
Questions about this workflow
Does the upload event provide the file contents?
The listed event is for new file uploads. Do not assume it provides file contents or contributor details; use information returned by the event and test the lookup.
Will it create a release document if none exists?
No. This workflow looks up related documents and reports their status.
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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Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
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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