Bring customer history into a WhatsApp follow-up
Give your team relevant indexed context before they respond, without leaving the conversation to run a separate search.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Replying without prior customer context creates extra back-and-forth and makes follow-up easy to miss.
- Search indexed customer or conversation history using details in the request.
- Summarize relevant matches for a more informed response.
- Keep lookup results in the run report for easy reference.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Elasticsearch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, specify which request details identify a customer and how to summarize matching history.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example containing the lookup details your 2chat setup can send.
Questions about this workflow
What customer fields does this use?
The workflow can use only details included in the webhook request and documents returned by Elasticsearch. Specify the identifying details available in your request.
Will it send a WhatsApp reply?
No. The listed Elasticsearch actions only read data, and this package has no 2chat action event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Elasticsearch. A trigger fires from one place; an action lands in another.
2chat triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
Query Index
Searches an Elasticsearch index for documents.
Ping Cluster
Pings the cluster to check its connectivity and health.
Connect any two apps with Notis in the middle.
2chat and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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