Connect Canvas to Salesforce

When something happens in Canvas, Notis takes the next step in Salesforce. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Canvas to Salesforce

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Follow Up on Low Canvas Assignment Grades in Salesforce

Create a Salesforce follow-up task when a Canvas submission is graded below your stated threshold.

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Create Salesforce Review Tasks for New Canvas Submissions

Give reviewers a Salesforce task when a new submission arrives for a Canvas assignment.

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Save Canvas Grade Context as a Salesforce Note

Attach a concise grade summary to the matching Salesforce record after a Canvas assignment is graded.

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Turn Canvas Discussion Questions into Salesforce Tasks

Create a Salesforce task when a new Canvas discussion message needs a response or follow-up.

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Record Important Canvas Discussion Decisions in Salesforce

Save a concise Salesforce note when a Canvas discussion message captures a decision or commitment.

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Prepare Salesforce Follow-Ups for New Canvas Discussion Topics

Create a Salesforce task when a new Canvas discussion topic calls for a response, review, or announcement follow-up.

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Create a Salesforce Opportunity for a New Canvas Course

Create an opportunity to track a course-related partnership or program when a Canvas course is created.

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Keep Canvas Course File Uploads in Salesforce Notes

Create a Salesforce note with context about a relevant new Canvas course file upload.

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Create Salesforce Review Tasks for Canvas File Uploads

Create a Salesforce task to review or route a new Canvas course file upload that meets your criteria.

Supported Triggers and Actions

Notis builds workflows that link Canvas to Salesforce. A trigger fires from one place; an action lands in another.

Canvas triggers

Salesforce actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Salesforce Account

Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Canvas Assignment Graded

Polls Canvas for newly graded submissions for a specific assignment.

TriggerPolling

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

New Canvas Assignment Submission

Polls Canvas for new submissions to a specific assignment.

TriggerPolling

Add product to opportunity

Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.

ActionInstant

New Canvas Discussion Message

Polls Canvas discussion topics for new messages.

TriggerPolling

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.

ActionInstant

New Canvas Discussion Topic

Polls a Canvas course for new discussion topics.

TriggerPolling

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

New Course Created for User

Polls Canvas for newly created courses for a specific user.

TriggerPolling

Clone opportunity with products

Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.

ActionInstant

New Canvas File Upload

Polls a Canvas course for new file uploads.

TriggerPolling

Clone record

Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.