Keep organization updates connected to client records
When account context changes, a quick client directory lookup can save a round of searching and help the team confirm which record is relevant.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
Organization changes mentioned in Slack can leave people unsure which Coassemble client record to use.
- Makes client records easier to locate after an update.
- Helps reduce duplicate account searches.
- Provides a clear record list for human verification.
Setup
Build it in a few focused steps.
- 1Connect Slack and Coassemble to Notis once through the portal.
- 2Create an automation with a prompt to recognize organization updates, retrieve Coassemble client records, and summarize plausible matches for human verification.
- 3Select Slack Channel Message Received and choose a channel for run reports.
- 4Test with a real update that includes a recognizable organization name.
Questions about this workflow
Will it edit client records?
No. The supplied Coassemble action retrieves a paginated list of clients.
Can it decide which record is correct?
Ask Notis to show matching context and flag uncertainty for a person to verify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Coassemble. A trigger fires from one place; an action lands in another.
Slack 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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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