Schedule a focused review of your Coassemble course catalogue
Bring course catalog details into a regular review so your next training conversation starts with current retrieved information.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Course research gets repeated across conversations when nobody has a simple, scheduled catalog view.
- Create a consistent cadence for course list reviews.
- Summarize retrieved courses using criteria you provide.
- Avoid assuming which client or identifier to use when that context is missing.
Setup
Build it in a few focused steps.
- 1Connect Coassemble once in the Notis portal.
- 2Create an automation with a clear name.
- 3Tell Notis which identifier and client context to use, and what course details to summarize.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check that the retrieved courses match your intended scope.
Questions about this workflow
Can it retrieve courses without identifier or client context?
The course retrieval uses identifier and client identifier context. Provide the values or explain where Notis should obtain them.
Will it create or edit courses?
No. Get Courses retrieves courses 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coassemble.