Bring existing 2Chat contacts into a lead handoff review
Give the person handling a lead handoff a current contact list to consult as they review the next step.
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 handoff can lose time when the next person has to search separately for existing messaging contacts.
- Retrieve the 2Chat contact list when a handoff request arrives.
- Include returned contact information in a review for the person handling the lead.
- Keep the handoff grounded in the available list rather than assuming a contact exists.
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 the 2Chat contact list for review when an AccuLynx handoff request arrives.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real handoff request.
Questions about this workflow
Will the workflow identify the correct contact automatically?
It retrieves the contact list. Identification depends on the information available in the request and returned contacts, so review the result.
Does this create a contact for a lead that is missing?
No. This workflow only lists existing 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.
Create Contact
Creates a new contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get API Usage Info
Retrieves current usage and account information.
List Contacts
Lists the contacts in your account.
List Webhook Subscriptions
Lists webhook subscriptions for messaging and phone call events.
Test API Key
Checks whether authentication is valid and retrieves account information.
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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