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Notis

Bring 2chat Usage Into Your Month-End Review

Give month-end operations reviews a current 2chat usage snapshot. Notis can retrieve account information on a schedule and send the run report where your team already reviews work.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get API Usage Info

Retrieves current usage and account information.

Why this helps

Usage information lives outside the agency's client and policy review, so it can be missed when teams prepare monthly operations summaries.

  • Include a current 2chat account snapshot in the month-end routine.
  • Reduce manual checking before operations reviews.
  • Route the report to a team channel for shared context.

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 the month-end usage report.
  • 3Tell Notis to retrieve current 2chat API usage and account information and prepare a concise operations summary.
  • 4Choose a recurring month-end schedule and select where run reports should go.
  • 5Test a run and confirm the report fits the review routine.

Questions about this workflow

Is the report a full historical monthly usage statement?

No. The action retrieves current API usage and account information. Historical monthly totals are not specified.

Can it summarize AgencyZoom performance too?

Not with this selected action. The action covers 2chat usage and account information.

Where does the report go?

Choose the report channel during automation setup.

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.

TriggerScheduled

Create Contact

Creates a new contact.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get API Usage Info

Retrieves current usage and account information.

ActionInstant

List Contacts

Lists the contacts in your account.

ActionInstant

List Webhook Subscriptions

Lists webhook subscriptions for messaging and phone call events.

ActionInstant

Test API Key

Checks whether authentication is valid and retrieves account information.

ActionInstant

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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