Turn verified Agile CRM leads into 2chat contacts
Capture a new lead's name and verified contact detail in Agile CRM, then let Notis create the matching 2chat contact.
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
Re-entering lead details between a CRM and messaging tool creates extra work and increases the chance of mistakes.
- Avoid retyping lead details
- Require a first name and at least one verified email, phone number, or address
- Keep an easy run report for review
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and 2chat once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to review the incoming Agile CRM lead and create a 2chat contact only when the first name and at least one verified contact detail are present.
- 4Choose the notis_webhook trigger and choose where run reports should go.
- 5Send one real lead through the webhook and review the run report and contact.
Questions about this workflow
Does Agile CRM start this workflow with a built-in event?
No. Agile CRM has no listed trigger events here, so an HTTP request to the Notis webhook starts the automation.
What information is required before creating a 2chat contact?
The workflow should confirm a first name and at least one contact detail: email, phone, or address. Have Notis skip records that do not meet that requirement.
Does this setup use field mapping?
No. Describe the desired outcome in the automation prompt; Notis processes the incoming request using that instruction.
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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