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Review 2Chat contacts when AccuLynx leads change

Bring the current contact list into a lead review so you can check whether a prospect may already be in 2Chat.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

List Contacts

Lists the contacts in your account.

Why this helps

A lead can look new in one place while its contact details already exist in another.

  • Retrieve the 2Chat contact list when an AccuLynx webhook starts a review.
  • Summarize possible matches using details available in the webhook and returned list.
  • Keep possible matches visible for human review before creating another contact.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and 2Chat once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
  • 3In one instruction, ask Notis to retrieve 2Chat contacts and summarize possible matches to the lead details in the incoming request.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real lead request whose contact details can be compared.

Questions about this workflow

Does List Contacts confirm that a lead is the same person?

It retrieves the contact list. Any match depends on the details returned and supplied; review possible matches before acting.

Will the workflow create or update a contact?

No. This workflow retrieves the list for review and does not create or update contacts.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Acculynx to 2chat. A trigger fires from one place; an action lands in another.

Acculynx triggers

2chat actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Contact

Creates a new contact.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get API Usage Info

Retrieves current usage and account information.

ActionInstant

List Contacts

Lists the contacts in your account.

ActionInstant

List Webhook Subscriptions

Lists webhook subscriptions for messaging and phone call events.

ActionInstant

Test API Key

Checks whether authentication is valid and retrieves account information.

ActionInstant

Connect any two apps with Notis in the middle.

Acculynx and 2chat, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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