Review Your 2chat Contacts Before Quarterly Client Work
Use a scheduled list retrieval to bring the current 2chat contacts into view before quarterly client work. Notis can report the returned list for your team to review.
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
A contact list may be out of sight when a busy review period begins, leaving the team unsure which records are already present.
- Retrieve the current contact list before a defined work period.
- Make the returned contact data easier to review in a report.
- Reduce separate manual account checks.
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 quarterly contact review.
- 3Tell Notis to confirm the 2chat account connection, retrieve the contact list, and summarize the returned records without assuming missing fields.
- 4Choose a recurring schedule ahead of review work and select where run reports should go.
- 5Test with one run and inspect the returned list summary.
Questions about this workflow
Does this add or change contacts?
No. The selected action lists contacts; it does not create or update them.
Does it find contacts specifically linked to AgencyZoom?
The action lists contacts in the 2chat account. A relationship to AgencyZoom is not guaranteed by the listed capability.
Can it identify duplicates?
The action retrieves a list. Duplicate analysis can only use fields returned in that list and should be described as a review, not a database change.
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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