Prepare a scheduled Coassemble learner review
Start follow-up with a clear view of the learners you need to consider, instead of rebuilding a list across tools.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Users
Lists users in your account.
Why this helps
Training follow-up slips when teams repeatedly search for learner records before deciding what to do next.
- Retrieve a paginated Coassemble user list on a recurring schedule.
- Filter by client when a client identifier is supplied.
- Produce a short, actionable review report for the 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 retrieve Coassemble users and summarize the learner records relevant to Agile CRM follow-up; supply a client identifier if filtering is needed.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and check the report against the returned user records.
Questions about this workflow
Does this workflow update contacts in Agile CRM?
No. The available Coassemble action retrieves users; it does not write or update Agile CRM records.
What does the client identifier do?
It can narrow the Coassemble user lookup to one client. Provide a valid identifier in the instruction when that filter is appropriate.
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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