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Notis

Bring client directory context into a request

Use a request to get the client records that can help a coordinator understand the training context.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Clients

Lists client organisations in your account.

Why this helps

Organisation records in the training platform can be hard to find while a team is focused on a separate job request.

  • Retrieve a paginated list of Coassemble clients when requested.
  • Summarize relevant organisation records for a coordinator.
  • Keep directory lookup tied to the job or training request.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and Coassemble once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for client directory lookup.
  • 3Tell Notis to retrieve the Coassemble client records relevant to the request and summarize them for review.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real request for client context.

Questions about this workflow

Does this create or edit Coassemble clients?

No. The action retrieves a paginated client list and does not modify records.

Can it look up one client only?

The listed action retrieves a paginated client list. Tell Notis what context to use to identify relevant records in the returned data.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Acculynx to Coassemble. A trigger fires from one place; an action lands in another.

Acculynx triggers

Coassemble actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Clients

Lists client organisations in your account.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Courses

Lists courses in your account.

ActionInstant

Get Trackings

Retrieves learner progress and completion records for a course.

ActionInstant

Get Users

Lists users in your account.

ActionInstant

Connect any two apps with Notis in the middle.

Acculynx and Coassemble, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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