Retrieve BoldSign brand details when a Canvas course is created
Bring the relevant signing brand details into the course setup report when a new course is created.
Trigger
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Action
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Why this helps
Finding the right signing brand details during course setup can interrupt onboarding work.
- Surface specified brand details during course setup.
- Reduce manual navigation in BoldSign.
- Keep signing context with the new course report.
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 BoldSign brand ID to look up and to include the returned details in the report for the new course.
- 4Pick New Course Created for User as the trigger.
- 5Choose a report channel, then test with one real course and confirm the brand ID and returned details.
Questions about this workflow
Can it find the brand ID on its own?
This action retrieves details by brand ID. Specify the ID in your instruction or obtain it through a separate setup step.
Does this create or change a brand?
No. It retrieves details for the specified brand.
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.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to list all brands in the account. Use after confirming account is authenticated.
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Edit Custom Field
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Polls Canvas discussion topics for new messages.
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Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
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Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
New Canvas File Upload
Polls a Canvas course for new file uploads.
List Documents
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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