Give important Canvas uploads a Salesforce next step
Make sure a new course file gets reviewed or routed by creating a task when it needs attention.
Trigger
New Canvas File Upload
Polls a Canvas course for new file uploads.
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
A file upload may need review or follow-up, but it can be missed if there is no task in the team's normal workflow.
- Create a task for uploads that meet your criteria.
- Keep review work visible in Salesforce.
- Include available file and course context in the task.
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 uploads need action and the task owner or record matching rule.
- 4Choose New Canvas File Upload as the trigger and select a report channel.
- 5Test with one real upload.
Questions about this workflow
Can this inspect the uploaded file contents?
Do not assume the event contains file contents. Use the file details available in Canvas and state any additional review criteria or context you need.
Can I create tasks only for certain file types?
State the file type or other criteria in your instruction if the relevant details are available in the 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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