Give Referral Leads a Ready Contact Handoff
Referral details may arrive across calls and notes. When your process confirms the lead is ready, a webhook request can create a 2chat contact from verified information.
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
Referral leads are warm, but their details can be scattered and the first follow-up can be delayed by manual contact setup.
- Reduce handoff time for referral follow-up.
- Require complete, verified contact information.
- Make it easier to act on a lead while context is fresh.
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 referral lead contacts.
- 3Tell Notis to create a 2chat contact only from a referral-ready webhook request with a verified first name and contact detail.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real referral lead request.
Questions about this workflow
Does AgencyZoom send a referral event to Notis?
No source trigger events are provided. Have the referral process send a Notis webhook request when the lead is ready.
Can the contact be created without a phone number?
Yes. The action accepts email or address as an alternative contact detail, along with a verified first name.
Does the workflow decide whether a referral is qualified?
No. Qualification must be stated in the webhook request or handled by your process before sending it.
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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