Create Dynamics leads from graded Canvas submissions
Spot promising opportunities while the assignment context is still fresh.
Trigger
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Potential buyers and partners can disappear in course feedback when follow-up is manual.
- Captures qualified interest promptly
- Keeps assignment context with the lead
- Reduces manual CRM entry
Setup
Build it in a few focused steps.
- 1Connect Canvas and Dynamics365 once in the Notis portal.
- 2Create a new automation and name the follow-up outcome.
- 3Tell Notis to review each newly graded submission and create a Dynamics lead when it shows credible interest.
- 4Pick Canvas Assignment Graded as the trigger and choose a report channel.
- 5Test with one real graded submission.
Questions about this workflow
Can Notis create a lead for every grade?
You can instruct Notis to create leads only when the submission indicates a relevant need or buying signal.
What if the submission lacks contact details?
Notis can report the missing details for manual enrichment before creating a lead.
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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