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Notis

Update a Brightspace grade object from a Pipedrive note

Keep assessment changes aligned across sales and delivery systems.

Trigger

New Note Received Trigger

Triggered when a new note is created in Pipedrive

Action

Update Grade Object

Updates a specific grade object. 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 note: the provided data completely replaces the existing grade object's data. returns a gradeobject json block containing the updated grade object's data. requires oauth2 scope: - grades:gradeobjects:write available in api versions 1.75+ (lms v20.24.5+)

Why this helps

Grade changes recorded in CRM notes often reach instructors late or inconsistently.

  • Reduce stale grading rules
  • Create a clear change trail
  • Limit manual admin work

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and D2L Brightspace in Notis once.
  • 2Create an automation for grade rule updates.
  • 3Tell Notis to update the referenced Brightspace grade object from each qualifying note.
  • 4Pick the Pipedrive new note trigger and choose a report channel.
  • 5Test with one real change note and inspect the updated grade object.

Questions about this workflow

Does the update replace the grade data?

Brightspace replaces the provided grade object data, so include the complete intended definition.

Can Notis skip notes without an object ID?

Yes. Instruct it to report and skip notes that lack enough identifying context.

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.

TriggerScheduled

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+)

ActionInstant

Webhook trigger

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

TriggerInstant

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+)

ActionInstant

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

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+)

ActionInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

TriggerInstant

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+)

ActionInstant

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

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+)

ActionInstant

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+)

ActionInstant

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

ActionInstant

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+)

ActionInstant

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

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