Find the right organization record from an email
Retrieve relevant Coassemble client records when a message raises an organization question, and keep the result easy to review.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
Organization questions can stall while you search client records and reconstruct which account the email refers to.
- Reduce repeated browsing through organization records.
- Summarize relevant returned client records.
- Call out ambiguous or missing organization details.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Coassemble once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe that Notis should identify organization questions, retrieve relevant Coassemble client records, and prepare a short lookup summary.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real organization question and review the result.
Questions about this workflow
Does this create or update a client?
No. The available action retrieves a paginated list of clients.
Can it process a long client list?
It can work with the returned paginated results. Tell Notis what record details matter and how to report when a match is unclear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Coassemble. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Connect any two apps with Notis in the middle.
Gmail and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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