Identify the Coassemble client behind a training request
Put every request in the right organizational context before work begins.
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
Teams lose time figuring out which client account a request belongs to.
- Reduce account lookup time
- Route requests accurately
- Keep client context visible
Setup
Build it in a few focused steps.
- 1Connect Typeform and Coassemble in Notis.
- 2Create an automation describing how to identify the likely client from the response.
- 3Choose the New Form Response trigger.
- 4Pick a report destination.
- 5Test with one real request.
Questions about this workflow
Does this change client records?
No. It retrieves client records for identification.
Can it handle multiple possible matches?
Yes. The report can present likely matches for human review.
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
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