Find the right learners for client onboarding
Keep client onboarding moving with a focused Coassemble user lookup and a short summary of learners who may need training follow-up.
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
Client onboarding details and training learner lists can live in separate places, making handoffs easy to miss.
- Reduces manual searching across client and training records
- Provides a focused learner list for review
- Makes onboarding follow-up easier to delegate
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 the client context from the webhook to retrieve and summarize relevant Coassemble users.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real example webhook and review the result.
Questions about this workflow
Can the automation enroll learners?
No. The listed Coassemble action retrieves users. It can identify users for a human follow-up, but it cannot enroll them.
Can it filter users by client?
The Get Users action supports an optional clientidentifier filter. The prompt can ask Notis to use the available client identifier when the webhook provides it.
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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