Discover client records for new Folders
Give new work areas the client context they need.
Trigger
Folder Created
Triggers when a new Folder is created.
Action
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Why this helps
Client details can be scattered when a new Folder starts.
- Shorten setup time
- Reduce duplicate client research
- Make new work areas easier to route
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Coassemble in Notis once.
- 2Create an automation named Folder client discovery.
- 3Tell Notis to search Coassemble clients using the new Folder details and summarize likely matches.
- 4Pick the ClickUp Folder Created trigger and a report channel.
- 5Test with one new Folder.
Questions about this workflow
Can results be paginated?
Yes. Get Clients returns paginated client records.
What should I provide for matching?
Include any known client name, identifier, or context in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Coassemble. A trigger fires from one place; an action lands in another.
Clickup triggers
Coassemble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Courses
Tool to retrieve all courses with optional filters and pagination. use when you need to list courses after setting identifier and client identifier, and control page size and number.
Folder Created
Triggers when a new Folder is created.
Get Trackings
Tool to retrieve tracking objects with filters. use when you need to fetch learner progress data filtered by course id, date range, identifier, or completion status.
Folder Deleted
Triggers when a Folder is deleted.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
List Created
Triggers when a new List is created.
List Deleted
Triggers when a List is deleted.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Connect any two apps with Notis in the middle.
Clickup and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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