Connect a form request to the client portfolio
Give each incoming request the client context needed for a clean handoff.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Requests move slowly when account context is reconstructed after submission.
- Improve handoffs
- Reduce repeated context gathering
- Speed up service response
Setup
Build it in a few focused steps.
- 1Connect Typeform and Coassemble in Notis.
- 2Create an automation describing how to locate the client context for each response.
- 3Choose the New Form Response trigger.
- 4Select a report channel.
- 5Test with one real submission.
Questions about this workflow
Can it process a paginated client list?
Yes. Get Clients supports paginated retrieval.
Will it update the request record?
No. It reports the likely client context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Coassemble. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Connect any two apps with Notis in the middle.
Typeform 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.