Keep organization context attached to credential follow-up
A scheduled client context report helps you see where certificate activity may need an organization-level follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Clients
Lists client organisations in your account.
Why this helps
When client context is scattered, it takes extra effort to decide which organization needs a training or credential follow-up.
- Review client records alongside credential activity.
- Spot organizations that may need follow-up.
- Make missing organization identifiers visible before acting.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Coassemble once in Notis.
- 2Create an automation in the portal or tell Notis what outcome you want from any channel.
- 3Ask Notis to retrieve Coassemble clients and compare available organization context with accessible certificate records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real reporting period and confirm any ambiguous matches.
Questions about this workflow
Will this message clients or change their records?
No. The available Coassemble action retrieves client records; the workflow produces a report for review.
Can it compare client records if certificate records are unavailable?
It can list clients, but it cannot draw credential-specific conclusions without accessible certificate details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Coassemble. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Coassemble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Clients
Lists client organisations in your account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Courses
Lists courses in your account.
Get Trackings
Retrieves learner progress and completion records for a course.
Get Users
Lists users in your account.
Connect any two apps with Notis in the middle.
Accredible certificates and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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