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Notis

Keep organization records ready for marketing decisions

Let Notis retrieve Coassemble client records on a recurring schedule. Ask for a sequential review of the paginated results and receive a report that helps keep organization context close to ActiveCampaign planning.

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

It is easy to overlook an organization when client records require repeated manual browsing across pages.

  • Review client records across pagination in sequence.
  • Keep organization context available for marketing planning.
  • Receive a summary of retrieved records in your chosen report channel.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Coassemble once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3Tell Notis to retrieve the Coassemble client pages you need and summarize the organization records for planning.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real example and the page size and number that fit your review.

Questions about this workflow

Does this change client records?

No. Get Clients retrieves a paginated list of client records for browsing or sequential processing.

Can I control which pages are retrieved?

Yes. The action is paginated. Specify the page size and page number as part of the retrieval instruction.

What does ActiveCampaign contribute to this workflow?

ActiveCampaign is the source app context for the workflow pair. The trigger is a Notis schedule, and the available target action retrieves Coassemble client records.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Active campaign 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.

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

When this happens · Trigger

Do this · Action

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