Keep Agiled lead reviews close to your 2chat contacts
Get the 2chat contact list on a schedule so you can review it alongside Agiled leads and decide what needs attention next.
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 review gets postponed when it requires opening multiple apps and rebuilding context each time.
- Bring the current 2chat contact list into a recurring review.
- Reduce app switching during lead follow-up planning.
- Keep review criteria explicit instead of assuming the apps expose a shared history.
Setup
Build it in a few focused steps.
- 1Connect Agiled and 2chat once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve the 2chat contact list for review alongside Agiled leads, and provide any matching criteria you want it to use.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real scheduled run and confirm the returned contacts are useful for your review.
Questions about this workflow
Does this workflow create or change contacts?
No. The selected 2chat action lists contacts. Any follow-up decision or matching criteria should be stated in your instruction.
Can Notis identify which contacts came from Agiled?
Only if the returned data or information you supply supports that match. The workflow does not assume a shared contact history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to 2chat. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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