Turn account changes into a course fit review
See which Coassemble courses may be relevant after an account changes, with the account context ready for your next conversation.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
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.
Why this helps
Account changes can signal new training needs, but the context is easy to lose between Salesforce and a course catalog.
- Surface a relevant course catalog review while the account change is fresh.
- Summarize possible training opportunities without changing course records.
- Keep the account context and course options together.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Coassemble once in the Notis portal.
- 2Create an automation with a clear name.
- 3Tell Notis to review the changed account context and available Coassemble courses, noting that relevance must be assessed from the returned data.
- 4Pick Account Created or Updated as the trigger and choose where run reports should go.
- 5Test with one real account update and review the report.
Questions about this workflow
Does this create or assign a course?
No. It retrieves courses and prepares a review; the available Coassemble action does not create courses or enroll learners.
Can it infer training needs from any account field?
It can analyze context returned for the event and courses retrieved. Supply any extra account fields or relevance criteria that are not present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Coassemble. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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