Keep course commitments attached to Salesforce records
Preserve decisions and commitments from Canvas discussions where your team can find them later.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Decisions made in course discussions are hard to find later when they are not captured with the related Salesforce record.
- Record selected commitments without copying them by hand.
- Keep a concise summary with the related Salesforce record.
- Use criteria you provide to identify decisions worth saving.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, define what counts as a decision and how to match the Salesforce record.
- 4Choose New Canvas Discussion Message as the trigger and select a report channel.
- 5Test with one real message containing a relevant commitment.
Questions about this workflow
How does Notis know which posts contain a decision?
Describe the kinds of commitments or decisions to capture in your instruction. Notis can analyze the message text available in the event.
What if the Salesforce record cannot be identified?
Provide a matching identifier or rule. If the Canvas event lacks the needed information, the note cannot be reliably attached without it.
When this happens · Trigger
Do this · Action
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
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.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
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.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
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.
New Canvas File Upload
Polls a Canvas course for new file uploads.
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.
Connect any two apps with Notis in the middle.
Canvas and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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