Resolve organization questions against Coassemble clients
When an email mentions a client or organization, Notis can retrieve Coassemble client records and show the matching details for review.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Why this helps
Organization names can be inconsistent across messages, making it easy to lose time searching client records.
- Reduce manual browsing through client records.
- Review returned organization records alongside the original request.
- Use the lookup as a first step before a course or learner search.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Coassemble once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to retrieve Coassemble client records relevant to the organization named in the email and report likely matches for review.
- 4Pick Agent mail's New Email Received trigger, then choose where run reports go.
- 5Test with one real organization lookup request.
Questions about this workflow
Will this create or update a client?
No. The available Coassemble action retrieves a paginated list of clients.
Can it guarantee a name is the correct organization?
No. Ask Notis to show possible matches for review, especially when names are ambiguous.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Coassemble. A trigger fires from one place; an action lands in another.
Agent mail triggers
Coassemble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Courses
Tool to retrieve all courses with optional filters and pagination. use when you need to list courses after setting identifier and client identifier, and control page size and number.
New Email Received
Trigger for new emails in an AgentMail inbox
Get Trackings
Tool to retrieve tracking objects with filters. use when you need to fetch learner progress data filtered by course id, date range, identifier, or completion status.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Connect any two apps with Notis in the middle.
Agent mail and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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