Find gaps between subscriber and learner records
Make record gaps visible in one concise report, with uncertain matches clearly marked for a person to resolve.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Users
Lists users in your account.
Why this helps
Separate contact and learning records make it easy for incomplete or unmatched learner details to go unnoticed.
- Review Coassemble users alongside contact context you supply
- Surface unmatched or incomplete records
- Keep uncertain matches visible instead of silently guessing
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Coassemble once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to retrieve Coassemble users, compare them with ActiveTrail contact data you provide, and report missing or uncertain matches without changing records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the matching criteria.
Questions about this workflow
Will this edit contact or learner records?
No. The listed Coassemble action retrieves users, and the workflow reports possible gaps for review.
What information is needed for matching?
Specify a shared identifier or matching rule and provide that information. If it is unavailable, Notis should report that the records cannot be reliably matched.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Coassemble. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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