Check team document status when a Canvas file is uploaded
Bring the team document record into view when new course material arrives.
Trigger
New Canvas File Upload
Polls a Canvas course for new file uploads.
Action
List Team Documents
Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
Why this helps
Course uploads can require checking team-held documents in a separate place.
- Prompt a check of team documents from a file upload event.
- Reduce manual searches in signing records.
- Make related document status available 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 team documents relevant to the uploaded file and report their status.
- 4Pick New Canvas File Upload as the trigger and select the course.
- 5Choose a report channel, then test with one real upload and verify the team document results.
Questions about this workflow
Does this action return all team documents?
The listed action retrieves team documents with optional filters. Instruct Notis to narrow results using available details and verify the lookup in a real test.
Will it change any team document?
No. This workflow lists 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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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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