Turn a HubSpot milestone into a Canvas discussion
Use a deal stage change to start the right course discussion without losing time to manual setup.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create discussion topic
Creates a new discussion topic in a specified canvas course, allowing comprehensive configuration of its content, type, publication settings, engagement features, and associations.
Why this helps
When a program milestone calls for group input, the discussion topic can be delayed while someone switches apps and creates it.
- Start a discussion closer to the milestone
- Keep topic creation tied to a clear CRM event
- Reduce repetitive Canvas 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 to create a Canvas discussion topic in the specified course when a deal reaches the relevant stage, including the topic content and settings.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal update and confirm the discussion topic.
Questions about this workflow
Can the topic be published automatically?
Include your desired publication setting in the instruction and ensure the connected Canvas account has permission to create it.
Will it work for every deal stage?
State the stage condition and the course context in your instruction. The trigger is a deal stage update.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create appointment group
Creates a new appointment group in canvas for schedulable time slots within specified course or group contexts.
Contact Created Trigger
Contact Created Trigger
Create an assignment
Creates a new assignment within a specified course in canvas lms.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
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.
Create communication channel
Creates a new communication channel (e.g., email, sms, push) for an existing canvas user to receive notifications.
Create content share
Shares a canvas content item to specified users, if the sender has necessary permissions and receiver ids are valid.
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.
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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