Put the agreement with the team that owns the new topic
When a new topic shifts ownership to a team, move its related Documenso agreement so the right group can manage the next step.
Trigger
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Action
Move Document V2
Tool to move a document to a team. Use when transferring documents between personal and team accounts.
Why this helps
A document can remain in a personal account after a course process becomes team-owned, obscuring responsibility.
- Connect a new topic to a change in agreement ownership.
- Move an identified document into a team account.
- Make shared follow-up easier to manage.
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 topics indicate a team ownership change, how to identify the agreement, and which team should receive it.
- 4Pick New Canvas Discussion Topic as the trigger, choose where run reports go, and test with one real example.
Questions about this workflow
Can it choose a team based on the topic?
Only if your instruction provides clear routing rules and the intended team can be identified.
Does moving a document change its signers?
This action moves a document to a team. Recipient changes require a separate action.
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.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Delete Template
Tool to delete a template by ID.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
New Canvas File Upload
Polls a Canvas course for new file uploads.
Get Template
Tool to fetch a template by ID.
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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