Create a practical client segmentation brief
Turn organisation records into segments that support clearer outreach and planning.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Why this helps
Client records rarely arrive in a format that helps you choose the next action.
- Group clients by useful criteria
- Support targeted follow-up
- Reduce manual sorting
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Coassemble in Notis.
- 2Create an automation for the segmentation brief.
- 3Tell Notis the segment criteria and request the relevant paginated client records.
- 4Select a webhook trigger and report channel.
- 5Test with one real segmentation request.
Questions about this workflow
Can I define my own segments?
Yes. State the criteria in the automation instruction.
Can it infer industry or urgency?
Only when those attributes are present in the returned client data or supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Coassemble. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Coassemble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Courses
Tool to retrieve all courses with optional filters and pagination. use when you need to list courses after setting identifier and client identifier, and control page size and number.
Get Trackings
Tool to retrieve tracking objects with filters. use when you need to fetch learner progress data filtered by course id, date range, identifier, or completion status.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Connect any two apps with Notis in the middle.
0CodeKit and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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