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Review existing 2Chat contacts before prospecting

Start a prospecting session with the current 2Chat contact list ready to review alongside your AccuLynx leads.

Trigger

Recurring schedule

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

Action

List Contacts

Lists the contacts in your account.

Why this helps

Switching between lead records and a messaging contact list can make prospecting slower and less focused.

  • Retrieve the current 2Chat contact list on a schedule aligned with prospecting.
  • Review returned contacts alongside AccuLynx leads.
  • Reduce manual navigation before a prospecting session.

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 so you can review it before prospecting from AccuLynx.
  • 4Choose the recurring schedule trigger and select where run reports should go.
  • 5Test with one real run and confirm the returned list is useful for your review.

Questions about this workflow

Does this workflow filter contacts by AccuLynx lead status?

No such filter is listed for the 2Chat action. The workflow retrieves the contact list for review.

Does it add new prospects to 2Chat?

No. It lists existing contacts only.

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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