Prepare a prospect brief with relevant course context
Start a run when your process is ready and get a compact brief that pairs available course information with prospect research.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Courses
Lists courses in your account.
Why this helps
Preparing for a prospect conversation can mean switching between course listings and lead research, then assembling the relevant context by hand.
- Gather available course information for review.
- Pair course context with Aeroleads research on an organisation you specify.
- Create a consistent starting point for prospect preparation.
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 the relevant Coassemble courses and research the specified prospect organisation with Aeroleads, then prepare an internal brief.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real example and confirm the brief is useful.
Questions about this workflow
Does this workflow create a course in Coassemble?
No. The available action lists courses. This workflow uses the returned course information in a prospect preparation brief.
What starts the run?
A webhook starts it when an HTTP request reaches the Notis webhook trigger you select.
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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