Find client context for every new Space
Start new workspaces with the right client records in view.
Trigger
Space Created
Triggers when a new Space is created in the Workspace.
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
New operational spaces often lack verified client context.
- Speed workspace onboarding
- Reduce client lookup work
- Give teams an immediate context snapshot
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Coassemble in Notis once.
- 2Create an automation named New Space client lookup.
- 3Tell Notis to search Coassemble clients using the new Space context and summarize matches.
- 4Pick the ClickUp Space Created trigger and a report channel.
- 5Test with one new Space.
Questions about this workflow
Can it process client records page by page?
Yes. Get Clients supports pagination for sequential browsing.
What if the Space name is ambiguous?
Notis can return possible matches and flag the ambiguity for review.
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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