Retrieve assignment details from a CRM note
Answer assignment questions quickly with the latest Canvas details.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Get assignment
Retrieves detailed information for a specific assignment within a given course in canvas.
Why this helps
Teams waste time searching Canvas manually when a CRM note references a specific assignment.
- Answer questions faster
- Verify due dates and settings
- Reduce manual searching
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Canvas in Notis once.
- 2Create an automation and describe the assignment details to retrieve.
- 3Choose the Pipedrive New Note Received trigger.
- 4Choose a report channel and test with one real note.
Questions about this workflow
Can it retrieve due dates?
Yes. Ask for the assignment fields needed for the follow-up.
What if the assignment reference is unclear?
Ask Notis to report the ambiguity and request the missing identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Canvas. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create an assignment
Creates a new assignment within a specified course in canvas lms.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Canvas, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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