Catch course follow-ups that have no Clientary task
A scheduled review can compare recent course activity with your Clientary task list and create tasks for follow-ups that are missing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Tasks
Tool to retrieve all tasks with pagination support (50 results per page). Use when you need to fetch a list of tasks from Clientary.
Why this helps
Small course follow-ups can go untracked when there is no single moment to capture them.
- Find follow-up work that may not have a task yet.
- Review course activity and Clientary work in one automated pass.
- Keep a recurring check from depending on memory.
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 the activity to review and when a missing follow-up warrants a task.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real activity and confirm the result.
Questions about this workflow
Can Notis compare all course activity with all tasks?
Notis can only compare data returned by the connected apps. Name the courses and time window to review, and test whether the available task details support matching.
Could this create duplicate tasks?
Ask Notis to check existing tasks before creating a new one, and confirm its matching approach during the real example test.
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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