Know Your 2chat Usage Before Quarterly Reviews Begin
Quarterly reviews can concentrate client activity. Schedule a 2chat usage check so the team sees current account information before the review period starts.
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
Quarterly work concentrates follow-ups into a short window, making it easy to overlook the capacity used by supporting API workflows.
- Add a usage check to quarterly preparation.
- Review current usage before concentrated work begins.
- Share a consistent report with the people planning workflows.
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 quarterly capacity checks.
- 3Tell Notis to retrieve current 2chat API usage and account information and report the available quota context.
- 4Choose a recurring schedule ahead of quarterly reviews and select where run reports should go.
- 5Test with one run and confirm the report reaches the right channel.
Questions about this workflow
Can the action report the number of quarterly reviews in AgencyZoom?
No. The selected action retrieves 2chat API usage and account information only.
Will the report include a usage trend?
The action retrieves current information. A trend requires historical usage data beyond what this action promises.
Can I schedule this before each quarterly review period?
Yes. Choose a recurring schedule that fits your preparation cycle in Notis.
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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