Get prospect context from a WhatsApp email
When a WhatsApp lead shares an email, ask Notis to look up the associated person details and place the results in a report you can revisit.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Reverse Lookup Person by Email
Tool to retrieve a person’s profile from an email address. Use when you want to enrich a valid email with associated person details.
Why this helps
A name and email in a chat offer little context, and looking up each prospect separately adds another task to your day.
- Request person details associated with an email address.
- Keep returned profile information alongside the run report.
- Avoid switching between WhatsApp and separate lookup workflows.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Clearout once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to use an email from the incoming WhatsApp message with Clearout Reverse Lookup Person by Email and summarize returned details.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real WhatsApp message containing a prospect email.
Questions about this workflow
Does Clearout guarantee a profile for every email?
No. The lookup returns associated person details when available; results depend on the data Clearout can find.
What starts the automation?
A Notis webhook starts it when it receives an HTTP request. 2chat has no trigger event listed for this package.
Will this send a message to the prospect?
No. The selected action looks up person details and the automation reports the returned information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Clearout. A trigger fires from one place; an action lands in another.
2chat triggers
Clearout actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Connect any two apps with Notis in the middle.
2chat and Clearout, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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