Audit related on-behalf agreements from a Canvas discussion
Use a discussion message to prompt a focused check of agreements sent on behalf of others.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Action
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
Why this helps
Delegated agreements can be missed when course communications and signing history are checked separately.
- Bring delegated agreement status into discussion follow-up.
- Reduce manual document searches.
- Report relevant signing status in one place.
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 which discussion messages need an agreement audit and to report related on-behalf document status.
- 4Pick New Canvas Discussion Message as the trigger and select the discussion topic.
- 5Choose a report channel, then test with one real message and verify the document match.
Questions about this workflow
Can it identify a document from message content?
Use only the details available in the event. Test whether those details identify the relevant on-behalf document clearly enough.
Does it send a new agreement?
No. This action lists existing on-behalf documents for review.
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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