Get the client records you need without a manual search
Request a client directory check when you need a quick answer, then return to the work at hand.
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
Switching between client records and training tools adds friction when you only need a quick lookup.
- Retrieve client records when a specific question arises.
- Summarize paginated results in a focused report.
- Keep lookup context alongside the related Agiled request.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Coassemble once in the Notis portal.
- 2Create an automation with a name and a prompt for the client lookup summary.
- 3Tell Notis to retrieve the Coassemble client list and summarize records relevant to the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example and confirm the retrieved records answer the question.
Questions about this workflow
Does the action search Agiled for client records?
The available action retrieves Coassemble clients. Include Agiled context in the request if it helps Notis identify which results matter.
Can it process multiple pages?
The action retrieves a paginated list. Ask Notis to process the relevant pages or records for your request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Coassemble. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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