Prepare a cleaner training handoff for each organization
Send a deal context request to Notis and get the Coassemble client records that can inform a training handoff, with potential gaps called out for review.
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
A deal can move forward while the organization details needed for a training handoff remain scattered or unchecked.
- Retrieve relevant client records during a deal handoff.
- Surface possible missing organization details for a human to check.
- Keep a repeatable readiness review connected to deal context.
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 organization details supplied with the webhook, retrieve Coassemble clients, and summarize records or apparent gaps.
- 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
Does the automation set up a client in Coassemble?
No. The available action retrieves clients. Any record creation must be handled separately.
Can it infer missing organization details?
It can flag details not present in returned records or supplied context, but it should not invent them.
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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