Review course options for client accounts
See a concise scheduled view of Coassemble courses relevant to client accounts, ready for a quick decision or handoff.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Courses
Lists courses in your account.
Why this helps
Course options are easy to overlook when client context and training catalogs need to be checked separately.
- Brings course options into a scheduled review
- Helps teams spot catalog items relevant to client needs
- Creates a shareable summary for handoffs
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Coassemble once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to use available Agencyzoom client context to retrieve and summarize relevant Coassemble courses.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Run a test with one real client example and review the result.
Questions about this workflow
Can the workflow recommend courses?
It can summarize retrieved courses against the client context you provide. Any recommendation depends on the information available in the returned data and prompt.
What is needed to list courses?
The Get Courses action requires an identifier and client identifier, and supports optional filters and pagination.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Coassemble. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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