Turn a won Salesforce opportunity into a Canvas onboarding task
When an opportunity is marked won, give the onboarding team a concrete deliverable in Canvas with the customer context they need.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create an assignment
Creates a new assignment within a specified course in canvas lms.
Why this helps
A closed-won deal often starts a separate onboarding process, and the handoff can be missed or delayed.
- Start onboarding work from an opportunity change.
- Put a defined deliverable in the team course.
- Carry relevant opportunity context into the assignment description.
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 an onboarding assignment in the specified Canvas course when an opportunity is marked won.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real opportunity and review the assignment details.
Questions about this workflow
Will every opportunity update create an assignment?
The trigger runs for created or updated opportunities. In your instruction, tell Notis to create the assignment only when the opportunity represents a won deal. Use a real example to confirm the instruction works.
What must I provide for the Canvas assignment?
The instruction needs the Canvas course context and enough information to describe a useful deliverable. Provide any course details that are not available in the Salesforce trigger payload.
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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