Keep contact reviews connected to your CMS follow-up
Get a scheduled snapshot of 2chat contacts and compare it with the Agility CMS content you ask Notis to review.
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 lists and follow-up content can drift apart when each lives in a separate tool.
- See the contact list in a recurring review without manually opening 2chat.
- Ask Notis to compare retrieved contacts with specified CMS content.
- Receive a concise report that helps surface follow-up gaps.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and 2chat once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which Agility CMS follow-up content to review alongside the retrieved 2chat contact list, and ask for a concise gap report.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real review period and confirm the report reflects the requested content and contact list.
Questions about this workflow
Does this workflow add or change contacts?
No. The selected 2chat action lists contacts. Notis can summarize the returned list alongside the CMS content you specify.
Can it infer which CMS content relates to a contact?
Only when the returned content and contact data support that relationship. Supply the relevant content or context if the connection is not present in the data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to 2chat. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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