Check available training progress for new leads
Give lead review extra context by checking Coassemble tracking records and noting what the data can and cannot confirm.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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 new lead may already have training history, but finding it requires a separate search across tools.
- Prompt a tracking lookup when a lead arrives.
- Summarize returned progress relevant to the lead using supplied identity criteria.
- Identify when the available tracking data cannot establish a match.
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 retrieve relevant Coassemble tracking data for the new lead using the identity rules you provide, and report uncertainty explicitly.
- 4Pick New Lead Trigger as the trigger and choose where run reports should go.
- 5Test with one real lead and verify the progress summary.
Questions about this workflow
Can the workflow know which tracking belongs to a lead?
Only if the returned data and your supplied matching criteria support the link. Provide an identifier or matching rule, and have Notis flag uncertain matches.
Will it create or update a lead?
No. This workflow retrieves tracking data and produces a report.
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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