Find Dynamics leads mentioned in Canvas discussions
Connect discussion context to the relationship records you already have.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Action
Dynamicscrm get all leads
Dynamicscrm get all leads
Why this helps
Prospects can be discussed in Canvas without anyone checking whether sales already owns the relationship.
- Reveals existing ownership
- Avoids duplicate outreach
- Speeds informed responses
Setup
Build it in a few focused steps.
- 1Connect Canvas and Dynamics365 once in the Notis portal.
- 2Create an automation for discussion relationship checks.
- 3Describe that Notis should search Dynamics leads for people or organizations mentioned in each relevant message and report matches.
- 4Pick New Canvas Discussion Message as the trigger and choose a report channel.
- 5Test with one real message.
Questions about this workflow
Will it search every message?
Ask Notis to search only messages that mention a named person, organization, or commercial request.
Can it identify the current owner?
Yes, when the matching Dynamics lead contains ownership information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Dynamics365. A trigger fires from one place; an action lands in another.
Canvas triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
New Canvas File Upload
Polls a Canvas course for new file uploads.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Canvas and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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