Create a 2chat contact from a verified lead
Capture the contact once, after the essential details are confirmed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact.
Why this helps
Manually re-entering new leads creates extra steps and leaves contact records easy to forget.
- Create a contact only after the first name and a contact detail are present.
- Reduce repeated copying between intake systems and 2chat.
- Receive a run report for each submitted intake.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and 2chat once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that Notis should review each submitted intake and create a 2chat contact only when first name and at least one contact detail are verified.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real, verified intake.
Questions about this workflow
What details are required before creating a contact?
The workflow should verify a first name and at least one contact detail: email, phone, or address.
Does this workflow send a WhatsApp message?
No. The selected 2chat action creates a contact; it does not send messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to 2chat. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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