Keep Canvas teams informed when Salesforce tasks are completed
Close the loop on important Salesforce work by sharing a useful task summary in the Canvas discussion your team already follows.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Create discussion entry
Tool to create a new entry in a canvas discussion topic. use when posting a message with optional attachments to a discussion topic.
Why this helps
People who rely on Canvas may not know that a related customer task has been completed in Salesforce.
- Make completed work visible to Canvas stakeholders.
- Share the task context without a manual copy and paste.
- Keep updates within an existing course discussion topic.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Canvas once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis to summarize relevant completed Salesforce tasks in the specified Canvas discussion topic.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports should go.
- 5Test with one real completed task and confirm the discussion post is clear.
Questions about this workflow
Can this post to any Canvas discussion topic?
The instruction should identify the existing discussion topic to use. The action creates an entry in a discussion topic and requires a valid topic context.
Does the Salesforce trigger only include completed tasks?
It triggers when a task is created or its status changes to Completed. Tell Notis which task events matter for the update.
When this happens · Trigger
Do this · Action
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.
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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