Keep client records easy to review
Set a regular time to review the client directory and give coordinators a concise view of the records.
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
Client context can become another task to remember when training and job coordination are already competing for attention.
- Schedule a recurring retrieval of client records.
- Process the paginated list for a concise review.
- Make directory summaries available in the chosen report destination.
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 review.
- 3Tell Notis to retrieve the Coassemble client list, process the needed pages, and summarize records relevant to your AccuLynx work.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real directory review.
Questions about this workflow
Does this detect new clients?
The listed action retrieves clients, but no client change history is specified. Comparing against a previous list requires that prior list or baseline.
Can the report be limited to a specific client?
The action is described as retrieving a paginated list of clients. Ask Notis to identify relevant records from the returned list using context you provide.
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.
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.
Acculynx and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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