How to Integrate Your Form with Canvas LMS

Jotform’s Canvas LMS integration lets you connect your forms directly to your Canvas environment to simplify student onboarding and course management. Each form submission can automatically create or update users and manage course enrollments, reducing manual work and helping keep your records up to date.

Connecting Your Canvas Account

Getting your form ready to integrate with Canvas by Instructure only takes a few steps. Here’s how to get started:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.

2. Then, in the menu on the left side of the page, click on Integrations.
3. Now, in the Search bar at the top of the Integrations section on the right, enter Canvas.
4. Next, in the search results, click on Canvas by Instructure.

5. In the Canvas by Instructure section, select one of these actions:
   • Create Student — This creates a new student in Canvas using your form submission data.
   • Create Enrollment — This enrolls a student in a Canvas course or course section based on the details collected from your form.
6. Then, click on Next.

7. Now, enter your Canvas LMS domain, client ID, and client secret in the corresponding input boxes.
8. Then, click on Authenticate.

9. Next, in the Log in to Canvas window that comes up, log in to your Canvas account.

10. Then, in the Canvas App Login window, click on Authorize to grant Jotform Integration access to your account.

11. If you’ve logged in before through one of your other forms, select that Canvas account from the Account Dropdown menu and then click on Authenticate.
12. Or, to use a different one, click on Use Another Account.

That’s it. You’ve successfully authenticated your Canvas account, and your form is now connected to it. Depending on the action you selected, you’ll see the settings for:

• Creating student records from form submissions
• Enrolling students in a course or course section from form submissions

Setting Up Integration Actions

Once your Canvas account is authenticated, you can set up the actions that determine what happens after your form is submitted. Each action lets you automatically create student records in Canvas using the information submitted through your form or enroll students in Canvas courses or course sections.

Configuring the Create Student Action

While you’re in the Canvas by Instructure section of Integrations under the Settings tab in Form Builder, you can continue setting up the action to create students in Canvas in just a few steps. Here’s what to do:

1. In the column for your form under Match Your Fields, click on the Dropdown menu on the right side of Login ID (email) in the Canvas LMS column, then select the field from your form that matches it.

2. To map additional fields, click on Add Field at the bottom of the Match Your Fields section.
3. Then, click on the Dropdown menu that appears in the Canvas LMS column and select a field from your Canvas account.
4. Next, on the right side of it, click on the Dropdown menu in the column for your form to select the field that matches it.

5. To remove fields, click on the ✕ on the right side of the Dropdown menu in the column for your form.

6. Once everything’s set, click on Save.

That’s it. You’ve successfully created a Create Student action.

Now, a new student record will be created in Canvas whenever your form is submitted.

Configuring the Course Enrollment Action

While you’re in the Canvas by Instructure section of Integrations under the Settings tab in Form Builder, you can configure which Canvas course or course section students are enrolled in from form submissions. Here’s how to set it up:

1. In the column for your form under Match Your Fields, click on the Dropdown menu on the right side of Course ID in the Canvas LMS column, then select the field from your form that matches it.

2. Next, on the right side of User ID or Email Address in the Canvas LMS column, click on the Dropdown menu in the column for your form, then select the field from your form that matches it.

3. To map additional fields, click on Add Field at the bottom of the Match Your Fields section.
4. Then, click on the Dropdown menu that appears in the Canvas LMS column and select a field from your Canvas account.
5. Next, on the right side of it, click on the Dropdown menu in the column for your form to select the field that matches it.

6. To remove fields, click on the ✕ on the right side of the Dropdown menu in the column for your form.

7. Once everything’s set, click on Save.

That’s it. You’ve successfully created a Course Enrollment action.

Now, a student will be enrolled in the selected Canvas course or course section whenever your form is submitted.

Managing Actions

Once you’ve added your actions, you can manage them anytime to keep things organized and running the way you want. You can edit them, check the logs, rename, enable or disable them, or delete them if you don’t need them anymore.

Editing Actions

You can update an existing Canvas by Instructure action to fine-tune how your form submissions are used or adjust the details it sends—here’s how:

1. While you’re in the All Actions section, hover your mouse over the action you want to edit, and click on the Edit icon on the right side of it.

2. Now, in the Integration Settings, make your changes, and then click on Save.

That’s it. Your changes have been saved, and the action is now updated.

Viewing Action Logs

You can view a Canvas by Instructure action’s activity to see how it’s run and whether submissions were processed successfully—here’s what to do:

1. While you’re in the All Actions section, hover your mouse over the action you want to view action logs for, and click on the Three Dots icon on the right side of it.
2. In the menu that comes up, select See Action Logs.

That’s it. This opens the Action Logs window, where you can see successful and failed run logs for the last seven days.

Renaming Actions

You can change the default name of an action to make it easier to identify, reflect workflow changes, and distinguish similar actions in the All Actions section. Here’s how:

1. While you’re in the All Actions section, hover your mouse over the action you want to rename, and then click on the Three Dots icon on the right side of it.
2. In the menu that comes up, select Rename Action.

3. Now, enter a new name for the action and press the Enter key on your keyboard to save your changes.

That’s it. Your action has been renamed successfully.

Disabling Actions

You can temporarily stop a Canvas by Instructure integration action from running. It’s helpful when you want to pause it without deleting it or affecting other actions in the integration. Here’s what to do:

1. While you’re in the All Actions section, hover your mouse over the action you want to disable, and then click on the Three Dots icon on the right side of it.
2. In the menu that comes up, select Disable Action.

That’s it. The action is now disabled and won’t run until you enable it again. You’ll also see that the indicator on the left side of its name has changed from Enabled to Disabled. You can enable it again at any time using Enable Action in the Three Dots menu.

Deleting Actions

You can delete a Canvas by Instructure integration action to remove it permanently. This helps keep your integration setup clean and organized. Here’s a quick how-to:

1. While you’re in the All Actions section, hover your mouse over the action you want to delete, and then click on the Three Dots icon on the right side of it.
2. In the menu that comes up, select Delete Action.

3. Then, in the Delete Integration Confirmation window that comes up, click on Yes, Delete.

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That’s it. The action is removed. If you only want to pause it temporarily, consider disabling it instead.

Getting Your Canvas Client ID and Client Secret

To set up this integration, you’ll need your Canvas LMS domain, client ID, and client secret. Here’s how to get them:

1. Log in to your Canvas instance as an administrator and in the menu on the left side of the page, click on Admin.
2. Then, in the Admin panel that opens, click on the account you want to use.

3. Next, in the Admin menu on the left of your Accounts page, click on Developer Keys.
4. On the right side of the Account tab in the Developer Keys section, click on Developer Key, and in the menu that comes up, select API Key.

5. Now, on the left side panel of the Key Settings window that comes up, configure the following settings:
   • Key Name — Enter Jotform Integration or another recognizable identifier for the developer key.
   • Redirect URIs — Enter https://secure.jotform.com/integration/oauth/callback exactly as shown.
6. Then, on the right, click on a scope to expand it and select the endpoints Jotform currently uses for this integration. You can scroll through the list or use the Search bar on the right side of the window and enter a related keyword or an exact endpoint name to find an endpoint easily.

7. For the Accounts scope, put checks in the boxes next to the following endpoints:
   • url:GET|/api/v1/accounts
   • url:GET|/api/v1/accounts/:account_id/courses

8. Then, for the Enrollments scope, put checks in the boxes next to these endpoints:
   • url:GET|/api/v1/users/:user_id/enrollments
   • url:GET|/api/v1/courses/:course_id/enrollments
   • url:POST|/api/v1/courses/:course_id/enrollments
   • url:GET|/api/v1/sections/:section_id/enrollments
   • url:POST|/api/v1/sections/:section_id/enrollments

9. For the Sections scope, put a check in the box next to url:GET|/api/v1/courses/:course_id/sections.

10. Next, for the Users scope, put checks in the boxes next to the following endpoints:
    • url:GET|/api/v1/users/:id
    • url:GET|/api/v1/accounts/:account_id/users
    • url:POST|/api/v1/accounts/:account_id/users
11. When your settings are ready, click on Save in the bottom-left corner of the window.

12. Now, in the Developer Key Created window that comes up, copy the generated secret from the API Key secret input box, then click on Close.

13. Then, under the Account tab of the Developer Keys section, in the Details column, copy the client ID for the developer key you just created.
14. Next, in the State column, toggle the switch on to enable that key.

15. Then, in the Turn On Developer Key window that comes up, click on Switch to On.

That’s it. Your Canvas developer key is now enabled, and you have the client ID and API Key secret needed to connect your Canvas account to your form.