Check the Current 2chat Contacts Before Renewal Follow-Up
Before renewal work gets busy, retrieve the current 2chat contact list and give the team a report to review. The workflow does not assume that each record is linked to a policy.
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
Renewal preparation can involve searching across tools just to determine whether a contact record is present and usable.
- Put a contact lookup before renewal activity.
- Give the team a current list to inspect.
- Avoid claiming policy relationships absent from the returned 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 pre-renewal contact lookup.
- 3Tell Notis to retrieve the current 2chat contact list and report the information available for renewal preparation without inferring policy matches.
- 4Choose a recurring schedule before the renewal work period and select where run reports should go.
- 5Test one run and check what information the contact list actually returns.
Questions about this workflow
Does the action locate contacts whose policies are renewing?
No. It lists 2chat contacts. The listed capability does not include AgencyZoom policy lookup or matching.
Can Notis compare the list with AgencyZoom?
Only if the needed data is supplied and the workflow is explicitly configured around it; the available list action alone does not promise such matching.
Does the lookup send WhatsApp messages?
No. It retrieves the contact list for review.
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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