Verify a submitted prospect before adding it to 2chat
Send a prospect for a quick verification pass, then let Notis add complete contact details to 2chat.
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
A promising lead can get lost between intake and contact management when someone has to verify and copy it manually.
- Start verification as soon as a webhook request arrives.
- Create contacts only when the required details are available.
- Keep prospect intake and contact creation in one reported run.
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 prospect verification.
- 3Tell Notis to use Aeroleads to verify the submitted prospect and create a 2chat contact only with a first name and at least one verified contact detail.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect request.
Questions about this workflow
Does Aeroleads start this automation?
No. A Notis webhook request starts it, and Notis can then use Aeroleads during the run to verify prospect details.
Can a request with incomplete details create a contact?
Tell Notis to skip contact creation when the first name or a verified contact detail is missing, and include the issue in the run report.
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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