An illustrative 100-license purchase. Customers can return to use the remaining balance.
01 / COMPANY OVERVIEW
About
Top Score Writing.
Top Score Writing is a leader in educational services.
Established in 2011, the company creates curricula for students from Kindergarten through Grade 12, providing structured day-to-day lessons and support for teachers.
Top Score Writing excels in creating an environment where both teachers and students can thrive and learn.
02
The Challenge
Before working with ZoGenie, Top Score Writing relied on spreadsheets and manual data entry to set up their customer portals.
Repetitive account creationLarge rosters meant repeated manual data entry and manual errors.
License checks by handRegistration requests had to be matched to invoice information.
More questions to resolveMissing registrations and uncertainty about who had been added created support work.
A balance to keep trackingCustomers submitting users in stages needed their remaining allowance maintained.
THE TURNING POINT
ZoGenie identified that the data needed to automate onboarding was already available in Zoho Books and CRM. After reviewing Canvas’s API, we quickly connected the platform to automate user account creation.
03 / THE SOLUTION
A Zoho Creator App.
Collect the right information
The customer automatically receives an email with a link to complete the form.
Check the purchase
Invoice information from Zoho Books determines the license allowance. Previous registrations are deducted to calculate what remains.
Keep registrations within limits
The form restricts submissions to the remaining allowance, removing the manual over-registration check from the standard workflow.
Create access automatically
Custom Deluge automation processes the submission and provisions users in Canvas. Unused licenses remain available for a later submission.
From four manual handoffs
to a connected flow.
Structured registration details
Purchase less existing registrations
Submission triggers automation
Return later to use remaining licenses
04 / THE IMPLEMENTATION
Zoho at the centre.
Canvas at the finish.
Delivered September 1–15, 2026, combining low-code application development with custom Deluge scripting and an external platform integration.
Zoho Creator
The customer-facing form, registration rules and remaining-license calculation.
Zoho Books
Invoice and purchase information that establishes the customer’s allowance.
Zoho CRM
Customer information connected to the registration workflow.
Deluge + Canvas
Custom automation that processes submissions and creates learning-platform users.
05 / THE IMPACT
Less admin work for the team.
Less support required
Support required for Canvas portal issues fell by 30%.
Hours saved every week
Automating portal and user setup saved 10 hours of administrative work per week.
Easier questions and disputes
Purchased and allocated licenses are visible together in one place, making customer order questions and disputes easier to resolve.
06 / CLIENT TESTIMONIAL
In their words.
Jennifer Lewanda
VP of Customer Service
Top Score Writing
Working with Dylan Shukster to automate our Canvas onboarding through a custom Zoho Creator form has been an absolute game-changer for our team.
Before Dylan stepped in, our process was painfully manual. Our sales team was stuck creating individual forms by hand and emailing them out for every single order, and our digital team had to manually add each user to Canvas. It was a massive bottleneck that left customers waiting up to 3 days just to get access to their accounts.
Dylan completely eliminated all of that friction. Now, customers automatically receive the Zoho Creator form link, fill it out, and get added to Canvas instantly. Our sales team no longer touches form creation, our digital team is freed from manual user entry, and our customers get immediate access.
Dylan executed the entire setup flawlessly. If you’re looking for someone to automate your workflows and make Zoho work effortlessly for your business, I can’t recommend Dylan Shukster highly enough.
LET’S BUILD SOMETHING BETTER
Still running a key process
through spreadsheets?
Let’s talk about a workflow your team is ready to simplify.
About this case study
Based on the Top Score Writing project account supplied by ZoGenie. The workflow graphics are explanatory illustrations, not screenshots of the customer’s system. Numerical examples illustrate license calculations. Estimated annual time savings have been excluded pending validation.