Put 2chat contact reviews on your schedule
Set a recurring reminder to retrieve your 2chat contact list and receive a report where you already track work.
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
Contact reviews are easy to postpone when they depend on remembering to open another tool and pull a fresh list.
- Make contact review a recurring routine
- Receive the retrieved list through a run report
- Reduce the need to remember a manual lookup
Setup
Build it in a few focused steps.
- 1Connect 2chat once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3In one instruction, ask Notis to retrieve the 2chat contact list and make the result easy to scan in its run report.
- 4Choose the notis_cron trigger and select a recurring schedule, then choose where run reports should go.
- 5Run a test with one real example and confirm the report contains the retrieved contacts.
Questions about this workflow
Does a schedule edit or change the contacts?
No. This workflow uses the List Contacts action to retrieve the contact list for review.
Can the report include filters or history not returned by 2chat?
Not unless you provide that information. The listed action retrieves contacts; ask for a concise presentation of the returned data.
How does the workflow start?
It starts on the recurring notis_cron schedule you choose when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to 2chat. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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