Keep client learner rosters easy to review
Get a scheduled learner roster summary for client accounts, with the records that may need human review called out clearly.
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
Client and learner rosters can drift apart when teams have to remember to check each account manually.
- Makes roster reviews routine
- Supports client-specific user retrieval
- Gives teams a clear list of records to check
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 review Agencyzoom client context and retrieve relevant Coassemble users for roster review.
- 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
Does this create missing user accounts?
No. Get Users retrieves user records. The report can identify items for a person to review.
Can it scope the lookup to a client?
Yes. The listed Get Users action can optionally filter by clientidentifier, if that identifier is available in the context.
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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