Scope Training Onboarding by Client
See the organization context before onboarding work starts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Onboarding tasks stall when client ownership and organization context are unclear.
- Clarify onboarding ownership
- Reduce duplicate client checks
- Create a dependable intake handoff
Setup
Build it in a few focused steps.
- 1Connect Notis and Coassemble once in the portal.
- 2Create an automation named Scope onboarding by client.
- 3Tell Notis to parse each request and retrieve likely matching Coassemble clients with a short scope summary.
- 4Choose a webhook trigger and connect its endpoint.
- 5Choose where reports go and test with one real onboarding request.
Questions about this workflow
Can it browse all client pages?
Yes. Ask Notis to process paginated client records sequentially.
Does it create a client?
No. The available action retrieves client records only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Coassemble. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
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.
Google Slides and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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