Bring partner context to a new course topic
Make a new discussion topic a cue to check the Boxhero partner details your planning depends on.
Trigger
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Action
BoxHero - List Partners
Tool to list partners (suppliers and customers). Use when retrieving partner information with optional type filtering and pagination.
Why this helps
A new course topic may require coordination with a supplier or customer, but partner information is stored away from the course conversation.
- Retrieve partner information when a new Canvas topic appears.
- Keep supplier or customer context close to planning activity.
- Use a report to flag missing information for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Boxhero once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to retrieve relevant Boxhero partners and summarize useful details for a new discussion topic.
- 4Pick New Canvas Discussion Topic as the trigger and choose where run reports should go.
- 5Test with one real topic and review the partner results.
Questions about this workflow
Can the action filter suppliers or customers?
Yes, the listed action supports optional type filtering and pagination. Describe the partner type you need in your instruction.
Will this contact a partner?
No. It retrieves partner information and reports it; it does not send messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Boxhero. A trigger fires from one place; an action lands in another.
Canvas triggers
Boxhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Polls Canvas for new submissions to a specific assignment.
Get Item Attribute
Tool to retrieve a specific item attribute by ID. Use when you need to get detailed information about an item attribute specification.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Get Location
Tool to retrieve a specific location by ID. Use when you need detailed information about a particular warehouse location including its name, quantity, and notes.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
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Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
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Tool to get information about the linked team and its mode. Use when you need to retrieve the currently linked team details.
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Polls a Canvas course for new file uploads.
BoxHero - List Basic Transactions
Tool to list basic inventory transactions. Use when you need a high-level overview of in/out/move transactions.
Connect any two apps with Notis in the middle.
Canvas and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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