Keep a Current 2chat Directory in the Service Team's Routine
Give service staff a predictable way to review the 2chat contacts already in the account. Notis can retrieve the list and report the available details on a schedule.
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
Service teams lose time checking multiple places to see which contact details are available before they continue a client task.
- Provide a recurring reference to current 2chat contacts.
- Reduce ad hoc lookups during service work.
- Keep the report factual to the returned contact list.
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 service-team contact directory.
- 3Tell Notis to retrieve the current 2chat contact list and format a concise reference from fields returned.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test the report with one real retrieval.
Questions about this workflow
Is this a searchable live directory inside AgencyZoom?
No. The action retrieves the current 2chat contact list and the automation reports its result.
Can the report include notes that are not in 2chat?
Only if those notes are supplied separately. The action itself lists 2chat contacts.
Can the automation maintain the directory by adding contacts?
No. This workflow uses the list action only.
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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