Check existing 2chat contacts before reviewing prospects
Bring the current 2chat contact list into a prospect review so you can check existing records before deciding what to do next.
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
When prospect research and contact lists live in separate places, it is easy to overlook records that may already be in 2chat.
- Retrieve the current 2chat contact list for a focused review.
- Check existing contacts before making a prospecting decision.
- Start the review from an HTTP request when the work is ready.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and 2chat once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the contact review.
- 3Tell Notis to retrieve the 2chat contact list and present it for review alongside the Aeroleads prospect research you request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and confirm the returned list is useful for your review.
Questions about this workflow
Does this workflow automatically deduplicate or change contacts?
No. The listed action retrieves contacts. You can ask Notis to help review the returned list, but do not expect this action to update or remove records.
When does the workflow run?
It runs when the configured Notis webhook receives an HTTP request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to 2chat. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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