Save useful WhatsApp contacts for follow-up
Capture a new lead while the conversation is fresh, without stopping to update a separate contact list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact in List
Tool to create a new contact in a specific contact list in your ClickSend account. Use when you need to add a contact to a list. At least one of phone_number, email, or fax_number must be provided.
Why this helps
Contact details shared in chat are easy to lose before the next follow-up.
- Keep useful contact details available in ClickSend.
- Reduce manual copying after a conversation.
- Support timely outreach from a consistent contact list.
Setup
Build it in a few focused steps.
- 1Connect 2chat and ClickSend once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to add a person to the specified ClickSend contact list when a 2chat webhook includes valid contact details and indicates they want follow-up.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real conversation that includes a phone number, email, or fax number.
Questions about this workflow
What contact details can ClickSend accept?
The listed action requires at least one of phone number, email, or fax number. Notis can only add details present in the webhook or otherwise supplied to the automation.
Does this create the ClickSend list too?
This workflow uses the Create Contact in List action, which requires a specific existing list. Create that list in ClickSend before running the automation.
How does the workflow know the person wants follow-up?
Include an explicit signal in the webhook or describe a clear phrase or decision in your instruction. Do not rely on missing conversation history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to ClickSend. A trigger fires from one place; an action lands in another.
2chat triggers
ClickSend 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 ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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