Prepare Client Contacts for AgencyZoom Account Reviews
When your team is ready to discuss an account review, pass the verified client details to Notis through a webhook and create the 2chat contact in one handoff.
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
Review opportunities can sit while a team member finds and re-enters the client's details in the chat tool.
- Shorten the administrative handoff before a review conversation.
- Use contact details supplied and verified by your process.
- Keep contact creation tied to review readiness.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and 2chat once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for account review contacts.
- 3Tell Notis to create a 2chat contact when a review-ready webhook request contains a verified first name and at least one contact detail.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real account review request.
Questions about this workflow
Does this identify accounts for cross-sell or review?
No. Your process must identify the account and send the webhook when it is ready for review.
Can Notis send the review invitation?
The supplied action only creates a 2chat contact. It does not send WhatsApp messages.
Can the request include only a name?
No. Contact creation also requires at least one contact detail: email, phone, or address.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to 2chat. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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