Track new Canvas courses as Salesforce opportunities
Give new courses a place in Salesforce when they represent a program, partnership, or commercial opportunity.
Trigger
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
A new course that represents a business opportunity can be overlooked if it is tracked only in Canvas.
- Start Salesforce tracking when a course is created.
- Include course context available from the event.
- Use opportunity details and defaults that you specify.
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, say which courses qualify and provide the required opportunity name, stage, close date, and account matching rule.
- 4Choose New Course Created for User as the trigger and select a report channel.
- 5Test with one real course creation.
Questions about this workflow
Will every new course create an opportunity?
Specify which courses qualify. The trigger reports new courses for a specific Canvas user.
What opportunity details must I provide?
Provide any required details that are not available from the Canvas event, including a suitable name, stage, close date, and any account matching information your Salesforce org requires.
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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