Review Coassemble access for each new contact
A new contact can prompt a quick identity check against the Coassemble user list, with uncertain matches called out for follow-up.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Why this helps
New contacts often trigger manual account searches, and existing learner accounts can be overlooked.
- Prompt a learner account lookup as soon as a contact is added.
- Call out likely matches for follow-up without enrolling anyone.
- Keep uncertain matches visible instead of silently treating them as confirmed.
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 check new contact details against Coassemble users and summarize possible matches for review.
- 4Pick New Contact Trigger as the trigger and choose where run reports should go.
- 5Test with one real new contact and review the report.
Questions about this workflow
Does this workflow enroll the new contact?
No. The available action retrieves Coassemble users only.
Can it verify an exact identity match?
It can report matches based on the identifiers available in the returned data and your instruction. Missing identifiers should be surfaced for review.
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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