Start course setup for a training prospect
When a new Salesforce lead represents a training engagement, create the Brightspace course space that learning operations will need.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create Course Offering
Creates a new course offering in d2l brightspace. notes: - course code limitations: max 50 chars, no special chars: \ : * ? " < > | ' # , % & - path: leave empty if path enforcement is enabled - semesterid: provide null if not using the semester element - canselfregister: required for api v1.28+, not supported before v1.28 requires oauth2 scope: - orgunits:course:create available in api versions 1.46+ (lms v20.24.3+)
Why this helps
A training prospect can enter the pipeline while the course setup step remains in someone's memory or task list.
- Start learning operations at prospect intake.
- Make course setup less dependent on manual follow-up.
- Keep the new course connected to the lead details available.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and D2lbrightspace once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis the desired outcome from any channel.
- 3In one instruction, ask Notis to create a Brightspace course offering for new leads that represent a training engagement.
- 4Pick the Salesforce New Lead Trigger and choose where run reports should go.
- 5Test with one real lead and confirm the course offering details.
Questions about this workflow
How does Notis know that a lead represents training?
Include the criteria in your instruction and ensure it can be evaluated from the event data. Information not present in Salesforce must be supplied separately.
Can the course code be copied directly from the lead?
It can use available details, but Brightspace course codes have a 50 character limit and disallow certain special characters. Provide a suitable code or a clear instruction for generating one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to D2lbrightspace. A trigger fires from one place; an action lands in another.
Salesforce triggers
D2lbrightspace actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Copy Role
Creates a new role copied from an existing role in d2l brightspace. notes: - the new role will not have any capabilities upon the old role from which it was created - some capabilities will be copied for the new role (e.g., if old role users could impersonate other old role users, new role users will be able to impersonate other new role users) - additional capabilities must be manually created after copying requires oauth2 scope: - role:detail:create available in api versions unstable (lms v10.4.10+)
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Course Offering
Creates a new course offering in d2l brightspace. notes: - course code limitations: max 50 chars, no special chars: \ : * ? " < > | ' # , % & - path: leave empty if path enforcement is enabled - semesterid: provide null if not using the semester element - canselfregister: required for api v1.28+, not supported before v1.28 requires oauth2 scope: - orgunits:course:create available in api versions 1.46+ (lms v20.24.3+)
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 Course Template
Creates a new course template in d2l brightspace. notes: - course template code limitations: max 50 chars, no special chars: \ : * ? " < > | ' # , % & - path: leave empty if path enforcement is enabled requires oauth2 scope: - orgunits:coursetemplate:create available in api versions 1.46+ (lms v20.24.3+)
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Grade Object
Creates a new grade object for a particular org unit. the grade object can be one of four types: 1. numeric: for numeric grades with max points 2. passfail: for pass/fail assessments 3. selectbox: for predefined grade options 4. text: for text-only feedback returns a gradeobject json block containing the created grade object's data, including its assigned id. requires oauth2 scope: - grades:gradeobjects:write available in api versions 1.75+ (lms v20.24.5+)
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 Quiz
Creates a new quiz in d2l brightspace. notes: - numberofattemptsallowed must be between 1 and 10 (inclusive) or null for unlimited - password must not be empty or whitespace if provided - notificationemail must be a valid email address if provided - timelimitvalue: 0 for no limit (with isenforced false), or 1-9999 for enforced limit - deductionpercentage must be between 0 and 100 if provided - as of le api v1.71: - latelimitminutes is ignored - latesubmissionoption 1 is treated as 2 (autosubmitattempt) - submissiongraceperiod is not used - pagingtypeid added in le api v1.78 - date fields should be in utc format requires oauth2 scopes: - quizzing:quizzes:read - quizzing:quizzes:create available in api versions 1.75+ (lms v20.24.5+)
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Quiz Category
Creates a new quiz category in d2l brightspace. returns a quizcategoryreaddata json block containing: - categoryid: the id of the created category - name: the name of the category - sortorder: the sort order value requires oauth2 scopes: - quizzing:quizzes:read - quizzing:quizzes:create available in api versions 1.75+ (lms v20.24.5+)
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create User
Creates a new user entity in d2l brightspace. requires oauth2 scope: - users:userdata:create available in api versions 1.46+ (lms v20.24.3+) notes: - firstname and lastname are used as legal names - externalemail must be null or a valid email address - orgdefinedid must be unique across the organization if provided - preferred names must be set separately after user creation
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete Course Template
Deletes a course template from d2l brightspace. requires oauth2 scope: - orgunits:course:delete available in api versions 1.46+ (lms v20.24.3+)
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When this happens · Trigger
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