Audit the client directory for 7shifts accounts
Keep organisation records understandable as your restaurant portfolio changes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Outdated or ambiguous client records create confusion during training operations.
- Find records needing review
- Reduce directory confusion
- Create a repeatable audit trail
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Coassemble in Notis once.
- 2Create an automation for a quarterly client directory audit.
- 3Tell Notis to retrieve Coassemble clients and compare them with the 7shifts account context you provide.
- 4Choose a recurring schedule and report channel.
- 5Test with one real client list.
Questions about this workflow
Can Notis delete duplicate clients?
No. It identifies records for review.
What comparison data is needed?
Provide the relevant 7shifts account list or naming context in the prompt or report.
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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