Give important Canvas file uploads a next step
A new course file can need more than a glance. Create a Close task when an upload calls for review or follow-up you want to track.
Trigger
New Canvas File Upload
Polls a Canvas course for new file uploads.
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
Files arrive without a built-in reminder to review them or follow up with the person who shared them.
- Create a trackable task for selected uploads.
- Keep file review alongside your Close follow-up work.
- Use event details to identify the item that needs attention.
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 review workflow.
- 3Describe which new course file uploads need a Close task and what action it should request.
- 4Pick New Canvas File Upload as the trigger and choose where run reports go.
- 5Test with one real upload and confirm the task has useful context.
Questions about this workflow
Will every uploaded file create a task?
The trigger polls for new file uploads in a Canvas course. Explain which uploads need review so the resulting tasks are useful.
Will the file itself be attached to the Close task?
The action creates a task, and the trigger description does not guarantee an attachment or file link. Test the event details and ask Notis to include available identifying context in the task.
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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