Review Coassemble progress after an Agile CRM campaign
See who has completed training and where learners may need a nudge, without switching between CRM and course reports.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Trackings
Retrieves learner progress and completion records for a course.
Why this helps
Campaign follow-up can miss learners who have not completed the training connected to the outreach.
- Review tracking data in response to a campaign-related webhook.
- Find incomplete progress for a relevant course when its identifier is available.
- Send a concise run report to a chosen channel.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Coassemble once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review Coassemble tracking for the relevant course and summarize incomplete progress; provide the course identifier if needed.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example and confirm the returned tracking data supports the summary.
Questions about this workflow
Does Agile CRM provide a trigger event for this workflow?
No. Start it with a Notis webhook, which runs when an HTTP request reaches its trigger.
Can it identify the course from an Agile CRM campaign automatically?
Only if the webhook request includes enough context to identify the course. Otherwise, provide the course identifier in the instruction or request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Coassemble. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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