Check for pending instructor paperwork on a new Canvas course
Start each new course with a quick check for the related BoldSign paperwork and its current status.
Trigger
New Course Created for User
Polls Canvas for newly created courses for a specific user.
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
New course setup can move ahead while instructor documents remain unsigned or hard to find.
- Make related signing paperwork visible during course setup.
- Reduce manual searches for outstanding documents.
- Give the team a clear report 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 to find relevant instructor documents in BoldSign and report their status for the new course user.
- 4Pick New Course Created for User as the trigger.
- 5Choose a report channel, then test with one real course and verify the documents and statuses returned.
Questions about this workflow
Can it identify a pending document by course?
The listed action can list documents with filters. Your instruction should use available course or user details, and a real test should confirm the lookup is specific enough.
Does it send reminders to signers?
No. This workflow checks and reports document status; the listed actions do not describe sending a reminder.
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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