Start the Week With a Current 2chat Contact List
Give the team a dependable weekly view of 2chat contacts. Notis retrieves the list on your schedule and can highlight information that is present in the returned records.
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
Teams rely on memory or scattered lookups to know what is already in the contact account, adding friction to routine planning.
- Put contact-list review on a recurring schedule.
- Make returned records available in a run report.
- Keep summaries limited to available information.
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 weekly contact list check.
- 3Tell Notis to retrieve the current 2chat contacts and report a concise overview using only returned information.
- 4Choose a weekly schedule and select where run reports should go.
- 5Test one retrieval and confirm the summary is useful.
Questions about this workflow
Can Notis filter the contact list by an AgencyZoom field?
No AgencyZoom trigger or contact filter is listed for this workflow. It retrieves the 2chat contact list and should summarize fields actually returned.
Does this delete stale contacts?
No. The available action lists contacts but does not delete or modify them.
Can I choose another schedule?
Yes. Set the recurrence that fits your operations check.
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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