Capture discussion follow-up in Close
When a discussion message raises an issue that needs follow-through, Notis can add a task to Close so it has an owner and a next step.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Action
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.
Why this helps
Questions and issues in active course discussions can be hard to remember once you leave the thread.
- Keep selected discussion follow-up in your task workflow.
- Include message context when the event provides it.
- Reduce the chance that an issue gets lost after leaving Canvas.
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 name the follow-up task.
- 3Describe which new discussion messages need action and what task Notis should create.
- 4Pick New Canvas Discussion Message as the trigger and choose where run reports go.
- 5Test with one real discussion message and inspect the task in Close.
Questions about this workflow
Can I limit tasks to messages that need a response?
Describe the kinds of messages that call for action in your instruction. Test with a real message to confirm the event supplies enough context for that decision.
Will the task link back to the Canvas discussion?
The action creates a Close task. Include the available discussion context in its text; do not assume a direct Canvas link is present unless it appears in the event.
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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