Connect Salesforce to Canvas
When something happens in Salesforce, Notis takes the next step in Canvas. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Salesforce to Canvas
Start a Canvas follow-up for every new Salesforce lead
When a lead arrives in Salesforce, create a Canvas conversation with the recruiting or admissions team so follow-up has a clear home.
Create a Canvas onboarding assignment when an opportunity is won
Use a Salesforce opportunity update to create a Canvas assignment that tracks a defined customer onboarding deliverable.
Share completed Salesforce task updates in a Canvas discussion
When a Salesforce task is completed, post a concise update to the relevant Canvas discussion so a cross-functional team can see progress.
Send important Salesforce contact changes to a Canvas team
When a Salesforce contact changes, have Notis share the relevant update with a specified Canvas team conversation.
Create a Canvas account brief when a Salesforce account changes
Turn a significant Salesforce account update into a Canvas reference page for the team coordinating work around that account.
Turn a monitored Salesforce record change into a Canvas calendar event
Use a change to a monitored Salesforce record to create a Canvas calendar reminder for a meaningful team milestone.
Prepare a weekly Canvas discussion from Salesforce opportunities
On a schedule, have Notis review Salesforce opportunities and start a Canvas discussion with a concise pipeline digest for the team.
Create a Canvas response assignment from a Salesforce escalation webhook
Start a Canvas response assignment when an external Salesforce process sends Notis an escalation webhook with the needed context.
Schedule a Canvas review event for Salesforce accounts
Create a recurring Canvas calendar event that gives the team a regular checkpoint to review account information in Salesforce.
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Canvas. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create an assignment
Creates a new assignment within a specified course in canvas lms.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
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.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create communication channel
Creates a new communication channel (e.g., email, sms, push) for an existing canvas user to receive notifications.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create content share
Shares a canvas content item to specified users, if the sender has necessary permissions and receiver ids are valid.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
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2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Salesforce and Canvas
Connect any two apps with Notis in the middle.
Salesforce and Canvas, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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