Resolve client record questions inside Slack
Give operations teams a quick view of the right Coassemble organisation record.
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
Client record questions create avoidable back and forth between teams.
- Shorten internal response time
- Reduce duplicate searches
- Keep client context in Slack
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Coassemble in Notis once.
- 2Create an automation named Channel Client Record Request.
- 3Tell Notis to retrieve matching Coassemble clients from each channel request and summarize the relevant records.
- 4Pick Channel Message Received as the trigger and choose a report channel.
- 5Test with one real organisation lookup.
Questions about this workflow
Can it process multiple client records?
Yes. Ask Notis to return a concise list when the request could match more than one client.
Can it change client records?
This workflow only retrieves Coassemble clients; it does not update them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Coassemble. A trigger fires from one place; an action lands in another.
Slackbot 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.
Slackbot and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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