Check the learner roster before training starts
When a deal team is coordinating training, send a webhook to Notis and get a Coassemble user list to review against the people named in the deal context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Users
Lists users in your account.
Why this helps
Training coordination slows down when teams must manually compare deal contacts with learner rosters.
- Retrieve a current user list for roster review.
- Compare only against people or organization details supplied in the webhook context.
- Give deal teams a clear report for manual confirmation.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Coassemble once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to use the deal or contact context supplied with the webhook, retrieve Coassemble users, and report possible roster matches.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real example and refine the prompt if needed.
Questions about this workflow
Will this enroll matching contacts?
No. The available action retrieves users. It does not enroll learners or modify user records.
What if the webhook has no contact details?
The automation can still retrieve users, but it needs supplied context to compare people or organizations meaningfully.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Coassemble. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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