Carry New Client Details Into 2chat After Onboarding
Once onboarding is complete, a webhook can hand verified client details to Notis for 2chat contact creation. That leaves fewer small setup tasks for the team to remember.
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
Client onboarding spans many small tasks, and carrying contact details into a separate chat tool can be missed after the welcome call.
- Reduce post-onboarding copy and paste.
- Create a contact only when onboarding is confirmed.
- Keep the handoff tied to verified details in the request.
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 new client contact setup.
- 3Tell Notis to create a 2chat contact from an onboarding-complete webhook request only when a verified first name and contact detail are included.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real completed onboarding request.
Questions about this workflow
Does this workflow detect onboarding completion in AgencyZoom?
No. Send a Notis webhook request from the process that confirms onboarding is complete.
What happens if client details are incomplete?
The contact action requires a first name and at least one contact detail. Include verified information in the request.
Does this create a group for the client?
No. The listed action creates a contact, not a group.
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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