See Your Current 2chat Contacts in a Monthly Overview
A monthly snapshot helps your team get oriented without opening another account and scanning every record. Notis can retrieve the current contact list and summarize the information it returns.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contacts
Lists the contacts in your account.
Why this helps
Contact records accumulate while teams are busy, making it harder to get a quick sense of the current 2chat list during operations reviews.
- Make the current contact list easier to scan.
- Create a consistent monthly review point.
- Avoid unsupported assumptions by summarizing only returned contact data.
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 monthly contact overview.
- 3Tell Notis to retrieve the current 2chat contact list and summarize only the information returned.
- 4Choose a monthly schedule and select where run reports should go.
- 5Test once and review the summary for accuracy.
Questions about this workflow
Does this provide a month-by-month change history?
No. The action lists current contacts. A historical comparison would require saved prior snapshots.
Does it change the contact list?
No. It is a read-only list action.
Will it include AgencyZoom policy status?
No such information is promised by the 2chat contact list action. The summary should stick to returned contact fields.
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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