Bring client website research into an account review
Gather external account context and the related Coassemble client list in one report, ready for your next review.
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
Preparing an account review means piecing together external website details and internal client records by hand.
- Retrieve a paginated Coassemble client list after browser research.
- Summarize browser findings alongside relevant organisation records.
- Make account review preparation easier to repeat.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Coassemble once in the Notis portal.
- 2Create an automation in Notis and name it.
- 3Tell Notis what client websites to review with Airtop and to retrieve the relevant Coassemble client records for a summary.
- 4Choose a webhook trigger, then select where run reports should go.
- 5Test with one real client review and inspect the report.
Questions about this workflow
Does this create or change client records?
No. Get Clients retrieves a paginated client list for review.
How does the workflow know when to run?
An HTTP request starts the Notis webhook. Configure your Airtop process to call it when its browser workflow is ready for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Coassemble. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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