Review CRM history for discussion contributors
See the latest relationship context before responding to someone active in a Canvas discussion.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Action
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.
Why this helps
A contributor may already have an active relationship with your team, but that context is easy to miss in the discussion view.
- Keep recent conversations in view before follow-up.
- Reduce repetitive or out-of-context outreach.
- Connect course engagement with relationship history.
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 to list recent Capsule entries and summarize those relevant to the identifiable discussion author.
- 4Pick New Canvas Discussion Message as the trigger and choose where run reports go.
- 5Test on one real message and verify the activity summary.
Questions about this workflow
Will it find the author's Capsule record automatically?
The action lists entries by date. The automation should use only reliable identifying details available to connect relevant entries.
Does it reply to the Canvas message?
No. It prepares CRM context; the listed Capsule action does not post a Canvas reply.
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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