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Put cohort events on the Canvas calendar from a deal update

When a deal activates a cohort activity, create the calendar event in the Canvas context where participants will look for it.

Trigger

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

Action

Create Calendar Event

Creates a calendar event with options for recurrence (finite `rrule` series only), section-specific timings, and blackout dates within a specified context.

Why this helps

Cohort events are easy to overlook when the CRM milestone and course calendar require separate manual updates.

  • Keep cohort calendars aligned with milestones
  • Create events in the specified course or group
  • Reduce missed calendar setup

Setup

Build it in a few focused steps.

  • 1Connect HubSpot and Canvas once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis which deal stage should create the Canvas event and provide the context, title, timing, and recurrence details if needed.
  • 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
  • 5Test with one real deal update and confirm the event and timing.

Questions about this workflow

Can an event repeat?

Finite recurring series are supported. Include the recurrence rule and any blackout dates or section timings you need.

What should I specify for context?

Provide the existing Canvas course, group, or other supported context where the event belongs.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Hubspot triggers

Canvas actions

Recurring trigger

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

TriggerScheduled

Create account notification

Creates a global notification within a canvas account, ensuring `end at` is after `start at` and any specified `notification roles` are valid.

ActionInstant

Webhook trigger

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

TriggerInstant

Create appointment group

Creates a new appointment group in canvas for schedulable time slots within specified course or group contexts.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

Create an assignment

Creates a new assignment within a specified course in canvas lms.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

Create assignment override

Creates an assignment override to adjust due/unlock/lock dates for an assignment in a course, targeting specific students (requires `title`), a group, or a course section; at least one target (`student ids`, `group id`, or `course section id`) is required.

ActionInstant

Create Calendar Event

Creates a calendar event with options for recurrence (finite `rrule` series only), section-specific timings, and blackout dates within a specified context.

ActionInstant

Create communication channel

Creates a new communication channel (e.g., email, sms, push) for an existing canvas user to receive notifications.

ActionInstant

Create content share

Shares a canvas content item to specified users, if the sender has necessary permissions and receiver ids are valid.

ActionInstant

Create conversation

Use to send messages in canvas by creating a new conversation or adding to an existing one; an existing conversation with the same recipients (and matching scope/filter, if specified) may be reused unless `force new` is true.

ActionInstant

Connect any two apps with Notis in the middle.

Hubspot and Canvas, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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