Prepare Coassemble client records for account reviews
Have an up-to-date organisation overview ready before your next account review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Clients
Lists client organisations in your account.
Why this helps
Preparing account reviews takes extra time when organisation records have to be gathered manually from another system.
- Browse Coassemble client records sequentially across pages.
- Create a repeatable overview for upcoming account reviews.
- Keep the review focused on retrieved organisation data.
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 retrieve Coassemble clients page by page and summarize the organisation records useful for account reviews.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the report reflects the retrieved pages.
Questions about this workflow
Why does this use pagination?
The Get Clients action retrieves a paginated list, which supports browsing or processing organisation records sequentially.
Will it change the client records in Agile CRM?
No. The available Coassemble action retrieves client records and does not edit Agile CRM.
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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