Review training progress linked to new deals
Bring learner progress into the deal review without switching tools.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
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.
Why this helps
Account teams often miss existing training progress when evaluating a new opportunity.
- Surface progress before outreach
- Reduce duplicate training conversations
- Give account teams usable context
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Coassemble in Notis once.
- 2Create an automation describing which tracking data to review for each deal.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Select a report destination and test with one real deal.
Questions about this workflow
What if the deal has no learner identifier?
Notis reports that the identifier is missing and cannot reliably filter tracking data.
Can it calculate a custom baseline?
Only if you provide the baseline or rule in the prompt; Coassemble tracking data alone does not supply it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Coassemble. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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