Check training progress after a task is completed
Close the loop on a completed Salesforce task with a Coassemble progress check based on the learner or course details you provide.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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
A completed follow-up task does not always mean the related training progress has been checked.
- Tie a progress check to a completed task.
- Summarize available tracking data for the related learner or course.
- Highlight missing identifiers that prevent a reliable lookup.
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 how to identify the related learner or course and summarize matching Coassemble tracking data after the task completes.
- 4Pick Task Created or Completed as the trigger and choose where run reports should go.
- 5Test with one real completed task and inspect the results.
Questions about this workflow
Can I filter the trigger to a task subject?
The trigger supports optional filtering by task status or subject. In Notis, pick the trigger; do not add setup steps for building filters.
Will the workflow mark the task complete?
No. The task event starts this workflow, and the Coassemble action only retrieves tracking data.
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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