Prepare a useful training brief before prospect calls
Send a prospect website and get relevant public context alongside possible Coassemble client records.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Clients
Lists client organisations in your account.
Why this helps
Preparing for a prospect call often means piecing together public information and internal organization records by hand.
- Reduce pre-call context switching.
- See relevant website findings alongside possible client matches.
- Keep uncertain organization matches easy to verify.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Coassemble once in Notis.
- 2Create an automation and describe the prospect brief you need.
- 3Tell Notis to inspect the supplied website and retrieve relevant Coassemble client records.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real prospect website.
Questions about this workflow
Does the workflow create a client record?
No. The available Coassemble action retrieves client records. The report can point out possible matches for you to check.
What should I include in the webhook request?
Provide the prospect website and, if useful, the organization name or other search context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Coassemble. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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