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Notis

Retrieve Coassemble client context instantly

Give onboarding and support workflows the client context they need.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Internal processes often pause while someone manually searches for the correct organization record.

  • Speed up onboarding checks
  • Reduce record ambiguity
  • Keep downstream workflows moving

Setup

Build it in a few focused steps.

  • 1Connect Coassemble in Notis once.
  • 2Create an automation that retrieves clients relevant to each webhook request.
  • 3Choose a Notis webhook trigger.
  • 4Choose the report destination.
  • 5Send one real request and verify the returned context.

Questions about this workflow

Can it create a client?

No. The action retrieves existing client records.

What should the request include?

Include the organization details Notis needs to identify relevant records.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Trello to Coassemble. A trigger fires from one place; an action lands in another.

Trello triggers

Coassemble actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Clients

Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Card Archived Trigger

Triggered when a card is archived in the specified board

TriggerInstant

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.

ActionInstant

New Activity Trigger

Triggered when there is activity in Trello.

TriggerInstant

Get Users

Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.

ActionInstant

New Board Trigger

Triggered when a board is created in the specified workspace

TriggerInstant

New Card Trigger

Triggered when a card is created in the specified board

TriggerInstant

Card Updated Trigger

Triggered when a specific card is updated

TriggerInstant

Connect any two apps with Notis in the middle.

Trello and Coassemble, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Coassemble.