Triage learner record requests from WhatsApp
Find the likely learner record behind an incoming message and make the next step easier to see.
Trigger
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.
Action
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Why this helps
A request can stall when a team member has to search for the right learner record before they can act.
- Reduces manual searching for learner records.
- Highlights ambiguous identity details for human review.
- Keeps a concise record lookup in the workflow report.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Coassemble once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to use the incoming message details to retrieve likely Coassemble users and summarize matches or missing identifiers.
- 4Pick the WhatsApp New Message Received trigger and choose a report destination.
- 5Test with one real learner lookup request and check how the report handles multiple matches.
Questions about this workflow
Will this update a learner record?
No. The available Coassemble action retrieves users only. The run report can help a person decide what to do next.
What if there are several possible matches?
Ask Notis to list the relevant matches and identify which detail would help distinguish them. A person can then review the report.
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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