Keep Canvas discussion follow-ups visible
When a discussion message needs a response, put the next step into your Salesforce task list.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Questions in course discussions can be overlooked when the team relies on separate inboxes and platforms.
- Capture follow-up work from new discussion messages.
- Include message and course context when available.
- Apply a relevance rule you describe to avoid creating tasks for every post.
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, describe which messages need follow-up and how to identify the Salesforce record or task owner.
- 4Choose New Canvas Discussion Message as the trigger and select a report channel.
- 5Test with one real discussion message.
Questions about this workflow
Will every discussion post create a task?
Tell Notis which messages merit follow-up. The event supplies new discussion messages; your instruction supplies the relevance criteria.
Can the task include the original message?
Ask for the message text or a concise summary to be included, subject to the information available in the Canvas event.
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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