Start course setup agreements from a new Canvas course
A new course can kick off several formal setup steps. Prepare the relevant agreement from a template as soon as the course appears.
Trigger
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Action
Use Template (v2-beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Why this helps
Course setup work can spread across systems, making a required agreement easy to leave until later.
- Start a defined setup agreement when a course is created.
- Use a reusable Documenso template for consistent paperwork.
- Keep the agreement step attached to the course creation moment.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which setup agreement to create from the new course context, naming the template and required recipient details.
- 4Pick New Course Created for User as the trigger, choose where run reports go, and test with one real example.
Questions about this workflow
Can it create a separate agreement for each course?
The trigger reports new courses for a specific user. Configure it for the intended user and describe the agreement to create.
Are course-specific terms filled in automatically?
Only details present in the event context or your instruction can be used. Provide any missing terms or recipient details in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Documenso. A trigger fires from one place; an action lands in another.
Canvas triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Canvas and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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