Coax and Novade integrations and automations

Seamlessly connect Coax and Novade. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Coax
  • Appointment Cancelled Real-time
    Cancelled appointment on calendly.
  • Appointment Created Real-time
    Create appointment on calendly.
  • Appointment Rescheduled Real-time
    Rescheduled appointment on calendly.
  • Conversation Category Added Real-time
    Conversation Category Added in Coax
  • Conversation Category Removed Real-time
    Conversation Category Removed in Coax
  • Conversation Category Updated Real-time
    Conversation Category Updated in Coax
  • CSV Parser Real-time
    Parse csv through coax AI.
  • New Incoming Phone Call Real-time
    New incoming phone call in Coax
  • New Contact Real-time
    New contact in Coax
  • New Enquiry Real-time
    New enquiry in Coax
  • New Incoming Message Real-time
    New incoming message in Coax
  • New Note Real-time
    New note in Coax
  • New Task Real-time
    New task in Coax
  • New Outgoing Phone Call Real-time
    New outgoing phone call in Coax
  • New Phone Call Real-time
    New phone call in Coax
  • Phone Call Summary Real-time
    Phone call summary in Coax
  • Review Requested Real-time
    Review Requested in Coax
  • Sales Trekker Entity Real-time
    Triggers when a sales trekker entity event webhook is received
  • Available Appointment Schedules Real-time
    Information regarding appointment timeslot.
  • Tracking V1 Delivered Real-time
    Tracking version 1 delivered webhook event
  • Tracking V3 Delivered
    Tracking version 3 delivered polling event
  • Tracking V2 Delivered Real-time
    Tracking version 2 delivered webhook event
  • Updated Contact Real-time
    Updated contact in Coax
  • Updated Note Real-time
    Updated note in Coax
  • Updated Task Real-time
    Updated task in Coax

    • Any other trigger you can think up

Novade
  • New files (polling)
    New files in Novade
  • New person (polling)
    New person event in Novade
  • New person (real-time) Real-time
    New person event in Novade
  • New records (polling)
    New records in Novade
  • New/Updated actions
    New/Updated actions in Novade
  • New/Updated defects
    New/Updated defects in Novade

    • Any other trigger you can think up

Actions

Do this…

Coax
  • Custom action
    Custom action in Coax (Custom)
  • Ask For Review
    Ask for review on Coax. You can use {{ review_link }} as dynamic field to replace review link in messages. If not used, the link will be attached to the end of the message.
  • Ask For Review (Batch) Batch
    Bulk Ask for review on Coax. You can use {{ review_link }} as dynamic field to replace review link in messages. If not used, the link will be attached to the end of the message.
  • Assign Category to Enquiry
    Assign a category to an enquiry on Coax.
  • Schedule bulk message on Coax Batch
    Schedule multiple messages to be sent via the SMS channel.
  • Check Marketing Opt-In Details
    Check Marketing Opt-In Details On Coax.
  • Count Sent/Received Messages
    Fetch the total number of sent and received messages associated with a specific enquiry ID.
  • Create Activity
    Create a custom activity on Coax.
  • Update Custom Field
    Update Custom Field On Coax.
  • Create Note
    Creates a note on an enquiry on Coax.
  • Create Task
    Creates a task on an enquiry on Coax.
  • Create Order Tracking V1
    Create an order tracking v1 on Coax.
  • Create Order Tracking V3
    Create an order tracking v3 on Coax.
  • Create Order Tracking V2
    Create an order tracking v2 on Coax.
  • Delete Scheduled Message
    Delete Scheduled message on Coax.
  • Find Custom Field Schema
    Finds Custom Field Schema On Coax.
  • Shorten Link
    Shortens a link using Coax.
  • Generate Waiver Link
    Generate Waiver Link
  • Get Phone Call Summary
    Get Phone Call Summary
  • Get Courier Tracking Version 1 Link
    Get Courier Tracking Version 2 Link for trackings created through Coax.
  • Get Courier Tracking Version 2 Link
    Get Courier Tracking Version 2 Link for trackings created through Coax.
  • Get Processed CSV
    Get processed csv using job id
  • Get Primary Contacts
    Get primary email, phone from contacts array received from Coax.
  • Get Scheduled Messages
    Get Scheduled messages from Coax.
  • Get Waiver Submission
    Get Waiver Submission using booking information.
  • Parse Fareharbor Data
    Parse Fareharbor Data.
  • Parse Phone Number
    Parse a Phone Number using Coax.
  • Parse Phone Number (Batch) Batch
    Parse Bulk Phone Number using Coax.
  • Receive Facebook message into Coax
    Receive message into Coax using the Facebook channels.
  • Schedule message on Coax
    Schedule SMS on Coax using the SMS channel.
  • Schedule review request on Coax
    Schedule review request on Coax.
  • Search Customers
    Find a contact on Coax by the given customers value.
  • Send message through Coax
    Send SMS through Coax using the SMS channel.
  • Send Message through Coax (Batch) Batch
    Send SMS through Coax using the SMS channel.
  • Store Variables
    Store variables for a job in Coax.
  • Unassign Category from Enquiry
    Unassign a category from an enquiry on Coax.
  • Update Customer
    Update a contact on Coax by the given customers id.
  • Update Scheduled Message
    Modify the message or scheduled time for an existing scheduled SMS on Coax.
  • Update Waiver Submission
    Update Waiver Submission meta.
  • Create or Update Contact
    Creates or updates a contact on Coax.
  • Find Or Create Conversation Category
    Finds or creates Conversation Category on Coax.

    • Any other action you can think up

Novade
  • Custom action
    Custom action in Novade (Custom)
  • Create activity template
    Create an activity template, on which activities are based (Database table: novadereports.tasktypes)
  • Create folder
    Create a new folder
  • Create form
    Create a form
  • Create ncr
    Create NCR in Novade
  • Create observation
    Create an observation.(Database table: novadesafety.observations)
  • Create or update activity completion item
    Create or update an activity completion item (item corresponding to the completion of an activity)
  • Create or update item custom field target
    Create or update item custom field target, i.e. target defined for a specific item custom field and a specific project, for numeric item custom fields only (Database table: novadereports.itemcustomfieldtargets)
  • Create person
    Create person in Novade
  • Delete person
    Delete a person profile in Novade (For Restricted Use Only)
  • Delete person in devicepeople
    Delete a listed name in Thermal Scanner Group (novaderesources.devicepeople)
  • Download file
    Download file from Novade
  • Get a booking by ID
    Get a booking given the associated Timekit booking ID
  • Get a case by ID
    Get a case by id in Novade
  • Get a comment by ID
    Get a comment by id in Novade
  • Get a contact by ID
    Get a contact by id in Novade
  • Get a defect by ID
    Get a defect by id in Novade
  • Get a location by ID
    Get a location by id in Novade
  • Get a project by ID
    Get a project by id in Novade
  • Get a ptw by ID
    Get a PTW by id in Novade
  • Get a site by ID
    Get a site by id in Novade
  • Get a unit by ID
    Get a unit by id in Novade
  • Get a unittype by ID
    Get a unit type by id in Novade
  • Get activity by ID
    Get activity by id in Novade
  • Get activity completions
    Get activity completions, i.e. items corresponding to the completion of some activities
  • Get activity template
    Get activity template(s), on which activities are based (Database table: novadereports.tasktypes)
  • Get all observations categories
    Retrieve all Observations Categories (that are set up in Project Centre > Safety-HSE > Observations Setup)
  • Get custom fields
    Get custom fields defined by the user and that can be used in any item of a report or of a master list of the setup (Database table: novadereports.customfields)
  • Get db container name
    Get database container name in Novade
  • Get item custom field
    Get item custom field, i.e. usages of custom fields in the template (ex: activity template) of items (ex: activities) that can be used in a site report (Database table: novadereports.itemcustomfields)
  • Get item custom field target
    Get item custom field target, i.e. target defined for a specific item custom field and a specific project, for numeric item custom fields only (Database table: novadereports.itemcustomfieldtargets)
  • Get latest files
    Retrieve the latest files metadata between assigned value in date & execution DateTime, and based on some filtering parameters (properties that exist in File object)
  • Get ncr by ID
    Get NCR by id in Novade
  • Get site
    Get site properties by ID
  • Get step
    Get some steps of the workflow of report/diary templates (Database table: novadereports.steps)
  • Get sum activity quantities
    Get the SUM of activity quantities
  • Get task by ID
    Get a task by id in Novade
  • Get the latest actions
    Retrieve the latest Actions (created and updated) between assigned value in date and execution DateTime.
  • Get the latest forms
    Retrieve the latest forms between assigned value in date & execution DateTime, and based on some filtering parameters (properties that exist in Form object).
  • Get the latest observations
    Retrieve the latest Observations (created and updated) between assigned value in date and execution DateTime.
  • Get the latest ptws
    Retrieve the latest PTWs (created and updated) between assigned value in date and execution DateTime.
  • Get the latest records
    Get the latest records in Novade
  • Get token
    Get token in Novade
  • Insert new activity
    Create a new Activity
  • Insert new location tracker event
    Insert new location tracker event in Novade
  • Insert new task
    Create a new task in Activity
  • Insert new temperature record
    Insert new temperature record in Novade
  • Insert new timecard
    Insert new timecard in Workforce
  • Insert temperature or location records in bulk
    Insert (in bulk) temperature or location records in Novade
  • List all activities
    List all Activities
  • List all comments
    List all comments in Novade
  • List all contacts
    List all contacts in Novade
  • List all locations
    List all locations in Novade
  • List all projects
    List all projects in Novade [GET /projects]
  • List all projects quality
    List all projects (quality) in Novade [GET /quality/projects]
  • List all report templates
    Get templates of site reports (Database table: novadereports.templates)
  • List all sites
    List all sites in Novade
  • List all tasks
    List all tasks in Novade (Activity)
  • List all template fields
    List all template fields in Novade
  • List all template groups
    List all template groups in Novade
  • List all template states
    List all template states in Novade
  • List all templates
    List all templates in Novade
  • List all units
    List all units
  • List all unittypes
    List all unit types in Novade
  • List companies
    List companies in Novade
  • List completed tasks
    List completed tasks in Novade
  • List groups
    List groups in Novade
  • List not completed tasks
    List not completed tasks in Novade
  • List people
    List people in Novade
  • Query devicepeople
    Get id matching groupid and personid in DevicePeople
  • Query devices info
    Get info in Devices
  • Send notification
    Send notification in Novade
  • Update a task
    Update a task in Activity
  • Update activity template
    Update an activity template, on which activities are based (Database table: novadereports.tasktypes)
  • Update an array of activity completions
    Update (in bulk) items corresponding to the completions of activities (Database table: novadereports.taskcompletions)
  • Update an array of activity templates
    Update (in bulk) an array of activity templates, on which activities are based (Database table: novadereports.tasktypes)
  • Update an array of item custom field targets
    Update (in bulk) targets defined for specific item custom fields and a specific project, for numeric item custom fields only (Database table: novadereports.itemcustomfieldtargets)
  • Update booking
    Update a specific booking's status and/or reason
  • Update csp access codes in bulk
    Update (in bulk) CSP Access Codes in Novade
  • Update devicegroups foreignid
    Post foreignID in DeviceGroups
  • Update devicepeople status
    Post status update in DevicePeople
  • Update file location
    Update the location(folder) of a file
  • Update a form
    Update a form in Novade
  • Upload files
    Upload files to Novade
  • Upload unittype drawing
    Add a drawing file in a unit type

    • Any other action you can think up

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