Send intake next steps when a new contact arrives
Move from new contact to clear Canvas follow-up with the steps and audience your intake process requires.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
Intake follow-ups are easy to delay when contact creation and learner messaging happen in different tools.
- Make the next step timely and visible
- Keep follow-up language consistent
- Reduce manual reminders for intake communication
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 new contacts should receive a Canvas conversation and provide the recipient and follow-up instructions.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and verify the sent conversation.
Questions about this workflow
Can this send to multiple recipients?
Specify the valid recipients in your instruction. Canvas may reuse an existing conversation with matching recipients unless a new one is requested.
Can I force a new conversation?
Yes. Include that requirement in your instruction.
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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