Look up Coassemble client records from chat
Get organisation records in view when a WhatsApp conversation needs a quick client lookup.
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
Finding the right organisation record can break the flow of a customer conversation and delay the next step.
- Retrieve client records for an organisation question
- Make sequential client browsing easier to request
- Prepare a concise result for the conversation
Setup
Build it in a few focused steps.
- 1Connect 2chat and Coassemble once in the Notis portal.
- 2Create a new automation and name it for client lookups.
- 3Tell Notis to retrieve Coassemble client records relevant to the request and summarize matching results.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real organisation lookup.
Questions about this workflow
Can it return a specific client record?
It retrieves a paginated client list. Include identifying context in the request and have Notis report the relevant returned match.
Can this update client information?
No. The selected action retrieves client records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Coassemble. A trigger fires from one place; an action lands in another.
2chat 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.
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.
2chat 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.