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Find client context for a new subscriber

Start onboarding with the organisation context needed to route the next step.

Trigger

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

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 subscriber onboarding slows down when the related client record is unknown.

  • Reduce time spent identifying organisations
  • Create a consistent onboarding handoff
  • Browse paginated client records with one instruction

Setup

Build it in a few focused steps.

  • 1Connect Mailchimp and Coassemble in Notis once.
  • 2Create an automation for new subscriber client context.
  • 3Tell Notis to retrieve Coassemble clients and explain which records may match the subscriber details.
  • 4Pick the Mailchimp Subscribe Trigger and a report channel.
  • 5Test with one real subscription.

Questions about this workflow

Can it confirm an exact match?

It can report likely matches from returned records, while clearly marking uncertainty when the event lacks enough identifying information.

Does it create a client?

No. The allowed Coassemble action only retrieves clients.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Mailchimp to Coassemble. A trigger fires from one place; an action lands in another.

Mailchimp triggers

Coassemble actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Clients

Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

TriggerInstant

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.

ActionInstant

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

TriggerInstant

Get Users

Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.

ActionInstant

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

TriggerInstant

Unsubscribe Trigger

Triggered when a subscriber unsubscribes from Mailchimp

TriggerInstant

Connect any two apps with Notis in the middle.

Mailchimp and Coassemble, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coassemble.