Find the Coassemble client record from an onboarding request
Start a client lookup when an onboarding request arrives, and surface the closest records using the details included in the request.
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
Finding the right training organisation record adds another search step to an already busy onboarding handoff.
- Trigger a client lookup from an HTTP request.
- Use supplied organisation details to guide review of the returned client list.
- Surface multiple or uncertain matches instead of choosing without evidence.
Setup
Build it in a few focused steps.
- 1Connect Coassemble once in the Notis portal.
- 2Create an automation with a clear name.
- 3Tell Notis to use organisation details included in the request to review the Coassemble client list and report likely matches.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real onboarding request and confirm the lookup result.
Questions about this workflow
Does the webhook create a Coassemble client?
No. Get Clients retrieves a paginated client list for lookup and review.
What information should the request include?
Include the organisation name or other comparison details you want Notis to use. The report should flag ambiguous matches.
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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