Keep organisation records reviewable with a recurring check
Schedule a client list retrieval so reviewing Coassemble organisation records has a dependable slot.
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
Organisation records can be overlooked when nobody owns the task of opening and reviewing the client directory.
- Put client directory review on a predictable cadence
- Retrieve records in pages for sequential processing
- Support organisation reviews alongside broader content operations
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Coassemble once in the Notis portal.
- 2Create an automation in the portal, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to retrieve Coassemble client records for a directory review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client-list example and review the returned records.
Questions about this workflow
Can the client list be processed page by page?
Yes. Get Clients retrieves a paginated list and is intended for browsing or processing organisation records sequentially.
Does this change client records?
No. The available action retrieves client records for review or processing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Coassemble. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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