Create a Close lead from a new Canvas course
A new course can signal a new program, customer initiative, or partnership opportunity. Capture it in Close with the context you want to preserve.
Trigger
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Action
Create Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
Why this helps
Course launches can surface opportunities, but copying details into a CRM adds another task when you are already setting up the course.
- Keep course details with the relevant sales record.
- Capture new opportunities without switching apps.
- Add organization or contact context when it is available.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe how to turn a new course into a Close lead, including any organization or contact context Notis should use.
- 4Pick New Course Created for User as the trigger and choose where run reports go.
- 5Test with one real course and check the resulting lead in Close.
Questions about this workflow
Will every new course become a lead?
The automation runs for the selected Canvas course-created event. State in your instruction which courses represent opportunities and how to handle missing organization details.
Does Canvas always provide company or contact details?
The event description only guarantees a newly created course for a specific user. Provide any additional organization or contact context in your instruction, or ask Notis to leave those details out.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Close. A trigger fires from one place; an action lands in another.
Canvas triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Create Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Create Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Delete Call
This tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Get Notes
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
New Canvas File Upload
Polls a Canvas course for new file uploads.
Connect any two apps with Notis in the middle.
Canvas and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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