Get Renewal Follow-Ups Ready Without Rebuilding Contact Details
Renewal follow-up is easier to start when the contact is already in 2chat. Trigger Notis with a webhook request containing verified policyholder information when your renewal process is ready.
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
Renewal work competes with daily client requests, and copying a policyholder's details into another system adds another step before follow-up can begin.
- Prepare the contact record when a renewal follow-up is ready.
- Reduce repeated data entry across agency workflows.
- Require usable contact information before creating a record.
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 renewal follow-up contacts.
- 3Tell Notis to create a 2chat contact only from a renewal-ready webhook request with a verified first name and email, phone, or address.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real renewal follow-up request.
Questions about this workflow
Does this decide which policies are due for renewal?
No. The webhook request must come from a process that has already determined the renewal follow-up is ready.
Does the automation send a renewal reminder?
No. The available 2chat action creates a contact but does not send a WhatsApp message.
What if the webhook request lacks a verified phone or email?
The action requires a verified first name and at least one contact detail, which can also be an address. Supply the missing information before expecting contact creation.
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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