Review Coassemble client records regularly
Bring client records into a simple recurring review so organisation details are easier to keep in view.
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
Client records become harder to oversee when there is no lightweight routine for scanning the directory.
- Create a recurring view of client records
- Summarize a paginated list for review
- Reduce manual directory browsing
Setup
Build it in a few focused steps.
- 1Connect 2chat and Coassemble once in the Notis portal.
- 2Create a new automation and name it for client directory reviews.
- 3Tell Notis to retrieve Coassemble client records using pagination as needed and summarize the results for review.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real client directory review.
Questions about this workflow
Can this maintain or edit the directory?
No. Get Clients retrieves a paginated list for review.
Can Notis process the records in sequence?
Yes. The action description supports browsing or processing organisation records sequentially. Ask for sequential processing when the review needs it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Coassemble. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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