Connect learner organisation reviews with contact research
Review Coassemble users alongside relevant business contacts at organisations you choose to examine.
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
Reviewing learner records and finding organisation contacts in separate tools makes account reviews slower and harder to complete consistently.
- Retrieve a paginated list of Coassemble users for review.
- Use Aeroleads to research contacts at organisations named in your instruction.
- Bring user and organisation context into one report.
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 users and use Aeroleads to find contacts for specified organisations, then summarise the results for account review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the report is useful.
Questions about this workflow
Can this workflow enroll users or change their records?
No. The available action retrieves users. It can prepare information for review but does not change enrolments or user records.
Can I filter users by organisation?
The Get Users action supports an optional client identifier. Include it in your instruction when you know which client to review.
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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