Keep Canvas courses represented in Clientary
A recurring coverage check can find courses that still need a Clientary project and create one with the details you specify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Why this helps
Course setup can be complete in Canvas while the related project is missing from your work tracker.
- Spot courses without a corresponding project.
- Reduce manual comparisons between course and project lists.
- Keep project setup consistent as courses change.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Clientary once in Notis.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe how to match courses to projects and provide a required project rate.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one known course and inspect the project result.
Questions about this workflow
How should courses and projects be matched?
Tell Notis which course and project details identify a match. If there is no reliable identifier in the returned data, provide a naming rule or other reference.
Can this create projects without a rate?
The Clientary Create Project action requires a name and rate. Provide a rate in your instruction or the workflow cannot create a valid project.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Clientary. A trigger fires from one place; an action lands in another.
Canvas triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
New Canvas File Upload
Polls a Canvas course for new file uploads.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Canvas and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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