Give your team a weekly opportunity review in Canvas
Start the week with a focused opportunity digest in the Canvas course where your team coordinates follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create discussion topic
Creates a new discussion topic in a specified canvas course, allowing comprehensive configuration of its content, type, publication settings, engagement features, and associations.
Why this helps
Pipeline reviews require manual searching and copying before the team can focus on decisions.
- Bring relevant opportunity context into a shared discussion.
- Reduce preparation time for recurring pipeline reviews.
- Give the team a place to discuss next steps.
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 which opportunities to summarize and which Canvas course discussion to create.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real example and confirm the digest includes the details needed for review.
Questions about this workflow
Can Notis find opportunities that need attention?
Describe the criteria in your instruction. The workflow can only use Salesforce data available to Notis through the connected integration.
Does the schedule replace a Salesforce trigger?
Yes. This workflow starts on a recurring schedule and asks Notis to review opportunity data at that time.
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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