Create Dynamics contacts from new Canvas submissions
Keep every useful relationship detail close to your CRM.
Trigger
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
New people enter your orbit through coursework, but their details often stay buried in Canvas.
- Builds a usable relationship record
- Prevents lost contact context
- Cuts duplicate data entry
Setup
Build it in a few focused steps.
- 1Connect Canvas and Dynamics365 once in the Notis portal.
- 2Create a new automation for contact capture.
- 3Describe that Notis should inspect each new submission and create a Dynamics contact when the person is relevant.
- 4Pick New Canvas Assignment Submission as the trigger and select a report channel.
- 5Test with one real submission.
Questions about this workflow
Can this avoid obvious duplicates?
Ask Notis to check existing Dynamics records and report likely duplicates before creating a contact.
Does it copy the whole submission?
Notis can summarize the useful context and include a reference rather than copying unnecessary content.
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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