Review Coassemble client records from a request
Start with a specific request and get the relevant Coassemble client records into a concise report.
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 organization record can interrupt work when client details are spread across requests and a paginated list.
- Turns a supplied request into an organization lookup.
- Helps identify ambiguous or missing client identifiers.
- Keeps the results in a report for team follow-up.
Setup
Build it in a few focused steps.
- 1Connect Coassemble once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for client record review.
- 3In one instruction, ask Notis to use the request details to retrieve relevant Coassemble clients and summarize matches, pagination limits, or missing identifiers.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test by starting the webhook with one real client lookup request and review the report.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. The request should include enough organization context to guide the lookup.
Does this create or update a client?
No. The available Coassemble action retrieves a paginated client list only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Coassemble. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Connect any two apps with Notis in the middle.
Whatsapp and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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