Bring client records into a compliance review
Retrieve the relevant Coassemble client record when an organization review is requested, then give the team a concise summary.
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
Organization context is often split across a compliance review and training platform records, slowing down preparation.
- Retrieve client records in response to a specific review request.
- Give reviewers a concise view of relevant organization records.
- Reduce manual record browsing during preparation.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Coassemble once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve the Coassemble client records relevant to the incoming 21risk review context and summarize any limits or ambiguous matches.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real example, then start the automation.
Questions about this workflow
Does this update client records?
No. The available action retrieves a paginated client list and supports review or sequential processing.
What if several clients look similar?
The report should show the ambiguous matches and ask for a clearer identifier rather than assume which record is correct.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Coassemble. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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