Keep New Agency Inquiries Ready for Follow-Up
A new inquiry should be easy to pick up. Send a Notis webhook when your intake process confirms the details, and create a 2chat contact without another round of manual entry.
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
New inquiries compete for attention, and repeated detail entry adds friction before anyone can start the next step.
- Reduce repetitive entry for incoming inquiry handoffs.
- Create contacts from verified details only.
- Keep inquiry preparation separate from deciding what message to send.
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 verified inquiry contacts.
- 3Tell Notis to create a 2chat contact when an inquiry webhook request has a verified first name and email, phone, or address.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real inquiry request and inspect the run report.
Questions about this workflow
Does this create a contact for every inquiry automatically?
It runs when your process sends a webhook request. Tell Notis to require your intake-ready signal and verified details.
Will it send an acknowledgment to the inquiry?
No. The listed action creates a contact and does not send a message.
Can this use the inquiry history from AgencyZoom?
Only information included in the webhook request is grounded for this workflow. The request should include any details needed for contact creation.
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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