Record relevant Canvas uploads in HubSpot
Capture important course materials activity in HubSpot when the event provides a meaningful contact context for your team.
Trigger
New Canvas File Upload
Polls a Canvas course for new file uploads.
Action
Create a batch of emails
Creates multiple email objects for record-keeping (does not send emails) within hubspot crm in a single batch, allowing properties and associations to other crm objects to be set for each email.
Why this helps
Important learning material updates can be hard to connect with customer context when they only appear in Canvas.
- Keep relevant material activity near customer records
- Reduce manual activity logging
- Help teams see education touchpoints
Setup
Build it in a few focused steps.
- 1Connect Canvas and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a HubSpot email engagement record for a new upload only when it has useful context for an identifiable CRM contact.
- 4Pick New Canvas File Upload as the trigger and choose where run reports go.
- 5Test with one real file upload and verify the record and association.
Questions about this workflow
Does HubSpot email engagement mean a message is sent?
No. The selected action creates email objects for record-keeping and does not send emails.
What if an upload event has no contact identity?
Without enough information to identify and associate a contact, the activity cannot be reliably linked to one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Hubspot. A trigger fires from one place; an action lands in another.
Canvas triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
New Canvas File Upload
Polls a Canvas course for new file uploads.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Canvas and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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