Triage manager requests against client records
Help requests reach the right training organisation with less searching.
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
A vague manager request can bounce between people before the correct account is found.
- Speed up request routing
- Reduce ambiguous handoffs
- Give managers a clear next step
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Coassemble in Notis once.
- 2Create an automation for manager request triage.
- 3Tell Notis to retrieve possible Coassemble clients from the webhook context and recommend the best match with reasoning.
- 4Choose the webhook trigger and report channel.
- 5Test with one real manager request.
Questions about this workflow
What if the request has no organisation name?
Notis will report that it cannot confidently match the request and identify the missing detail.
Can it contact the manager?
It reports the recommendation to your chosen channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Coassemble. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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