Review the training roster when a new hire packet is ready
When a new hire document packet reaches its milestone, Notis can retrieve the relevant Coassemble user list and send you a concise roster review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Users
Lists users in your account.
Why this helps
New hire paperwork and training rosters live in different places, making it easy to miss a roster check during onboarding.
- Bring the relevant learner roster into a run report
- Use the client identifier from the webhook when available
- Make roster review part of the onboarding handoff
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Coassemble once in the Notis portal.
- 2Create an automation named New hire roster review.
- 3Tell Notis to use the webhook context and client identifier, when present, to retrieve Coassemble users and summarize the roster for review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real new-hire packet webhook and verify the client scope and roster.
Questions about this workflow
Can this create a Coassemble user?
No. The available action retrieves users; it does not create, update, or enroll them.
What if there is no client identifier in the webhook?
Supply the intended client identifier in your instruction or webhook context before testing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Coassemble. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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