Create a Brightspace course from a new Pipedrive deal
Start course setup as soon as a training deal enters Pipedrive.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create Course Offering
Creates a new course offering in d2l brightspace. notes: - course code limitations: max 50 chars, no special chars: \ : * ? " < > | ' # , % & - path: leave empty if path enforcement is enabled - semesterid: provide null if not using the semester element - canselfregister: required for api v1.28+, not supported before v1.28 requires oauth2 scope: - orgunits:course:create available in api versions 1.46+ (lms v20.24.3+)
Why this helps
Course administrators lose time retyping deal details into the learning platform.
- Reduce duplicate data entry
- Start delivery setup earlier
- Keep sales and learning records connected
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and D2L Brightspace in Notis once.
- 2Create an automation and name the course provisioning outcome.
- 3Tell Notis to create a course offering from each suitable new deal using the deal context.
- 4Pick the Pipedrive new deal trigger and choose a report channel.
- 5Test with one real deal and review the Brightspace result.
Questions about this workflow
Can Notis decide which deals qualify?
Yes. State the qualification rule in the instruction, using information available in the deal.
What if the deal lacks a course code?
Tell Notis how to derive one or ask it to report missing information instead of creating the course.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to D2lbrightspace. A trigger fires from one place; an action lands in another.
Pipedrive triggers
D2lbrightspace actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Copy Role
Creates a new role copied from an existing role in d2l brightspace. notes: - the new role will not have any capabilities upon the old role from which it was created - some capabilities will be copied for the new role (e.g., if old role users could impersonate other old role users, new role users will be able to impersonate other new role users) - additional capabilities must be manually created after copying requires oauth2 scope: - role:detail:create available in api versions unstable (lms v10.4.10+)
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Course Offering
Creates a new course offering in d2l brightspace. notes: - course code limitations: max 50 chars, no special chars: \ : * ? " < > | ' # , % & - path: leave empty if path enforcement is enabled - semesterid: provide null if not using the semester element - canselfregister: required for api v1.28+, not supported before v1.28 requires oauth2 scope: - orgunits:course:create available in api versions 1.46+ (lms v20.24.3+)
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Course Template
Creates a new course template in d2l brightspace. notes: - course template code limitations: max 50 chars, no special chars: \ : * ? " < > | ' # , % & - path: leave empty if path enforcement is enabled requires oauth2 scope: - orgunits:coursetemplate:create available in api versions 1.46+ (lms v20.24.3+)
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Create Grade Object
Creates a new grade object for a particular org unit. the grade object can be one of four types: 1. numeric: for numeric grades with max points 2. passfail: for pass/fail assessments 3. selectbox: for predefined grade options 4. text: for text-only feedback returns a gradeobject json block containing the created grade object's data, including its assigned id. requires oauth2 scope: - grades:gradeobjects:write available in api versions 1.75+ (lms v20.24.5+)
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Create Quiz
Creates a new quiz in d2l brightspace. notes: - numberofattemptsallowed must be between 1 and 10 (inclusive) or null for unlimited - password must not be empty or whitespace if provided - notificationemail must be a valid email address if provided - timelimitvalue: 0 for no limit (with isenforced false), or 1-9999 for enforced limit - deductionpercentage must be between 0 and 100 if provided - as of le api v1.71: - latelimitminutes is ignored - latesubmissionoption 1 is treated as 2 (autosubmitattempt) - submissiongraceperiod is not used - pagingtypeid added in le api v1.78 - date fields should be in utc format requires oauth2 scopes: - quizzing:quizzes:read - quizzing:quizzes:create available in api versions 1.75+ (lms v20.24.5+)
Create Quiz Category
Creates a new quiz category in d2l brightspace. returns a quizcategoryreaddata json block containing: - categoryid: the id of the created category - name: the name of the category - sortorder: the sort order value requires oauth2 scopes: - quizzing:quizzes:read - quizzing:quizzes:create available in api versions 1.75+ (lms v20.24.5+)
Create User
Creates a new user entity in d2l brightspace. requires oauth2 scope: - users:userdata:create available in api versions 1.46+ (lms v20.24.3+) notes: - firstname and lastname are used as legal names - externalemail must be null or a valid email address - orgdefinedid must be unique across the organization if provided - preferred names must be set separately after user creation
Delete Course Template
Deletes a course template from d2l brightspace. requires oauth2 scope: - orgunits:course:delete available in api versions 1.46+ (lms v20.24.3+)
Connect any two apps with Notis in the middle.
Pipedrive and D2lbrightspace, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business D2lbrightspace.