Start customer training without rebuilding the deal details
When a training opportunity is confirmed, have Notis prepare its course in Blackboard so the team can move into delivery with less manual setup.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create a new course
Creates a new course in the blackboard learn system with specified attributes and settings. this endpoint allows for the detailed configuration of a course, including its basic information, availability, enrollment options, and localization settings. it supports both classic and ultra course views and provides flexibility in defining course duration, access control, and integration with external systems. use this endpoint when setting up a new course or organization within blackboard, ensuring all required parameters are provided and optional parameters are used as needed to fully customize the course setup.
Why this helps
A won training deal can sit between sales and delivery while someone re-enters course details and loses track of the handoff.
- Reduces duplicate entry during the sales to delivery handoff.
- Keeps the course setup tied to the opportunity context.
- Surfaces missing course details in the run report for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Blackboard once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a Blackboard course for a confirmed training opportunity using the available opportunity details, and report missing required details instead of guessing.
- 4Pick the Salesforce New or Updated Opportunity trigger, choose a report channel, and test with one real opportunity.
Questions about this workflow
How does Notis know when the deal is confirmed?
The trigger fires for new or updated opportunities. In the instruction, ask Notis to check the opportunity details for your confirmation signal before creating a course.
Will Notis know the course settings we need?
Notis can use details available in the opportunity. Supply any required settings in the record or instruction, and ask it to report missing information rather than invent it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Blackboard. A trigger fires from one place; an action lands in another.
Salesforce triggers
Blackboard actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Course Announcements Access
Retrieves a list of announcements for a specific course in the blackboard learning management system. this endpoint allows users to access important messages, updates, or notifications related to a particular course. it should be used when there's a need to fetch all announcements or check for recent updates in a course. the tool returns announcement data but does not provide functionality for creating, updating, or deleting announcements. keep in mind that the returned list may be paginated if there are many announcements, and additional calls might be necessary to retrieve all data.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get course announcement by id
Retrieves a specific announcement from a particular course in the blackboard learn system. this endpoint allows users to fetch detailed information about a single announcement, including its content, creation date, and any attachments. it is particularly useful for displaying announcement details in external applications or for retrieving updated information about a previously known announcement. the endpoint requires both the course id and the announcement id to ensure precise retrieval of the intended announcement. it should be used when specific announcement details are needed, rather than for listing all announcements in a course.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Update child course in parent
This endpoint updates the relationship between a parent course and its child course in the blackboard learning management system. it is used to modify existing course hierarchies, allowing administrators to restructure course organizations or adjust course relationships. the endpoint should be used when there's a need to change the parent-child association between two courses, such as moving a sub-course to a different parent course or updating the hierarchical structure of courses. it's important to note that this endpoint only modifies existing relationships and does not create new courses or new child-parent associations if they don't already exist in some form.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Upload file to attempt in gradebook
This endpoint allows for the upload and attachment of files to a specific attempt within a course's gradebook in the blackboard learning management system. it is used to associate submitted work, supporting documents, or any relevant files with a student's attempt on an assignment, quiz, or other assessable items. the endpoint should be called after the initial file upload process, using the generated uploadid to link the file to the specific attempt. it's particularly useful for instructors or system integrators who need to programmatically attach files to student submissions, or for building custom submission interfaces that interact with blackboard's backend. this endpoint does not handle the actual file transfer; it assumes the file has already been uploaded to blackboard's system and is now being associated with a specific attempt.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Get oauth2 authorization code
Initiates the oauth 2.0 authorization code flow for the blackboard api. this endpoint is used to obtain an authorization code, which is a crucial step in the oauth 2.0 authentication process. the authorization code can later be exchanged for an access token, granting limited access to user resources on the blackboard platform. this endpoint should be called when an application needs to request permission from a user to access their blackboard data. it's important to note that this endpoint does not directly provide access to user data; it only initiates the authorization process. the response will typically include a redirect url containing the authorization code, which the client application must handle appropriately.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get user gradebook for course
Retrieves the gradebook information for a specific user within a particular course in blackboard. this endpoint allows instructors or authorized personnel to access individual student grade data, including assignment scores, overall course grade, and any custom gradebook columns. it should be used when detailed grade information for a single student in a specific course is needed, such as for progress monitoring or grade reviews. the endpoint does not modify any data and is read-only. note that this tool only provides grade data and does not include other course or user information beyond what's directly related to the gradebook.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Copy course with specific options
The coursecopytool allows you to create a copy of a blackboard course with fine-grained control over which elements are included in the copy. this endpoint is used when you need to duplicate a course, either creating a new course or overwriting an existing one, while selectively choosing which components to transfer. it's particularly useful for course administrators or instructors preparing for a new semester or creating variations of an existing course. the tool provides extensive customization options, allowing you to include or exclude specific course elements such as content areas, assessments, gradebook settings, and more. however, it does not handle enrollment of students or instructors in the new course - this must be done separately after the copy is complete.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Copy course by courseid
This endpoint creates a copy of an existing course in the blackboard learning management system. it allows instructors or administrators to duplicate course content, settings, and structure into a new or existing course. use this endpoint when you need to replicate a course for a new semester, create a template from an existing course, or backup course content. the operation copies all copyable elements of the source course into the target course specified by the courseid. note that this process may take some time for large courses, and certain elements (such as student data or time-sensitive content) may not be copied. the endpoint does not provide real-time progress updates on the copying process.
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When this happens · Trigger
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