Make account review time visible in Canvas
Set a recurring checkpoint for account review so customer context and follow-up decisions do not depend on someone remembering to schedule it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Account reviews get postponed when there is no shared reminder or visible place to plan them.
- Put a recurring review checkpoint on the team calendar.
- Give account planning a predictable home.
- Reduce manual scheduling for routine reviews.
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 create a recurring review event in the specified Canvas course or group context.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real example and verify the event timing and recurrence.
Questions about this workflow
Can the calendar event repeat?
The Canvas event action supports recurrence through a finite rrule series. Describe the recurrence and check the resulting event during your test.
Will this event automatically pull account data?
This workflow schedules a review event. If you need a current account summary, describe that requirement and ensure Notis can access the needed Salesforce data.
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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