Update Dynamics leads with Canvas grading activity
Keep relationship records current as engagement changes.
Trigger
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Sales records go stale when meaningful learning activity never reaches the CRM.
- Keeps lead context current
- Highlights engagement changes
- Supports timely follow-up
Setup
Build it in a few focused steps.
- 1Connect Canvas and Dynamics365 once in the Notis portal.
- 2Create an automation for lead engagement updates.
- 3Tell Notis to match the graded submission to an existing Dynamics lead and update it with a concise engagement note and next step.
- 4Pick Canvas Assignment Graded as the trigger and choose a report channel.
- 5Test with one real graded submission.
Questions about this workflow
What if no matching lead exists?
Ask Notis to report the unmatched person rather than creating a duplicate automatically.
Can it record the exact grade?
Yes, if the grade is available and relevant to the instruction you provide.
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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