Start learner lookups from your intake system
Send learner lookup details from an intake form or internal tool to Notis, then review matching Coassemble user records in your report channel.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Why this helps
Learner lookup requests can sit in intake queues while someone manually searches a separate training system.
- Start record lookup from an existing HTTP enabled intake flow.
- Use a supplied client identifier to narrow user records when available.
- Keep returned results in a Notis run report for review.
Setup
Build it in a few focused steps.
- 1Connect 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 use learner details and optional client identifier from the request to retrieve Coassemble user records and report results or missing details.
- 4Pick the HTTP request webhook trigger and choose where run reports go.
- 5Test with one real example request containing learner details.
Questions about this workflow
Can this enroll a learner?
No. The available action retrieves user records; enrollment is not one of the listed actions.
What should the HTTP request include?
Include enough identifying detail to search for the learner, and a client identifier if you want the user lookup filtered by client.
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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