Keep affiliate organization reviews on schedule
Turn a recurring client list check into a short review with clear organization-level follow-up candidates.
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
Organization records and affiliate program context live in separate places, making routine reviews easy to postpone.
- Browse paginated Coassemble client records as part of a regular review.
- Summarize organization-level items for human follow-up.
- Use Adtraction program context to focus the review on relevant partners.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Coassemble once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve Coassemble clients and summarize organization records relevant to your Adtraction review context.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and verify the returned client list supports the review you described.
Questions about this workflow
Can this workflow change client records?
No. The listed Coassemble action retrieves client records; it does not update them.
Can I ask it to process every client?
The action is paginated. Ask Notis to browse records sequentially and review the returned pages as supported by the connected action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Coassemble. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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