Prepare client record reviews with organisation research
Bring the client records you need to inspect together with Aeroleads research on selected organisations.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Clients
Lists client organisations in your account.
Why this helps
Gathering organisation records and business contact context separately adds context switching to routine account reviews.
- Retrieve paginated Coassemble client records for review.
- Add Aeroleads research for organisations named in your instruction.
- Prepare a concise report from information available in both apps.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Coassemble once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Ask Notis to retrieve Coassemble client records and use Aeroleads to research the specified organisations, then summarise the results for review.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real example and confirm the report is useful.
Questions about this workflow
Does this add or update client records?
No. The available action retrieves client records. The automation produces a report for review.
Can it process a large client list?
The action returns paginated results. Describe the organisations or scope you want reviewed, and avoid assuming records beyond the returned pages were examined.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Coassemble. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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