Triage discussion authors against Capsule
Check whether a course contributor connects to a relationship or opportunity your team already tracks.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Action
Run Filter Query
Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.
Why this helps
Useful contributors can be overlooked when course discussions are disconnected from CRM priorities.
- Connect course participation with existing CRM criteria.
- Bring relevant opportunities or cases into review.
- Reduce manual searching after an active discussion.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis which Capsule filter criteria to query using available discussion author details.
- 4Pick New Canvas Discussion Message as the trigger and choose where run reports go.
- 5Test on one real message and verify the returned matches.
Questions about this workflow
Does this qualify a person automatically?
It runs the criteria you specify and returns matching records. It does not make an unsupported qualification decision.
Can it find records if the message has only a display name?
It can query only with available details, and a display name may not distinguish people reliably.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Capsule crm. A trigger fires from one place; an action lands in another.
Canvas triggers
Capsule crm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Party
Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
List Parties
Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
New Canvas File Upload
Polls a Canvas course for new file uploads.
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Connect any two apps with Notis in the middle.
Canvas and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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