Keep newly created course organizations in your CRM
When a new course is tied to an organization you track, capture that organization without copying details by hand.
Trigger
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Action
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
Why this helps
An organization connected to a newly created course can be overlooked while setting up course work.
- Capture identifiable organizations from new courses.
- Avoid making company records from ambiguous course names.
- Keep a report of missing organization details.
Setup
Build it in a few focused steps.
- 1Connect Canvas and CentralstationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to identify an organization explicitly named in each new course and create a CentralstationCRM company only when the organization is clear.
- 4Pick New Course Created for User as the trigger and select a report channel.
- 5Test with one real new course and review the created record.
Questions about this workflow
Does every course name identify a company?
No. Ask Notis to create a company only when the course information clearly names an organization you want tracked.
What if the new course is personal or internal?
The instruction can have Notis skip courses without an identifiable external organization and note the reason in the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Centralstationcrm. A trigger fires from one place; an action lands in another.
Canvas triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
New Canvas File Upload
Polls a Canvas course for new file uploads.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Canvas and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Centralstationcrm.