Reconcile 2chat contacts at ClickUp milestones
Use a status change as a focused checkpoint for reviewing who is reachable in 2chat.
Trigger
Task Status Updated
Triggers when a task's status changes. `changes[]` carries `StatusChange` entries only — ClickUp pre-filters server-side by event type. Lower traffic than subscribing to `CLICKUP_TASK_UPDATED` and pattern-matching `StatusChange`.
Action
List Contacts
Tool to list all contacts in your 2chat account. use when you need to retrieve your contact list after confirming your account connection.
Why this helps
Contact gaps surface late because pipeline milestones do not trigger a directory review.
- Creates milestone based reviews
- Surfaces missing contacts
- Keeps pipeline work connected to outreach readiness
Setup
Build it in a few focused steps.
- 1Connect ClickUp and 2chat in Notis once.
- 2Create an automation for milestone contact reconciliation.
- 3Tell Notis to list 2chat contacts when the task enters the chosen status and summarize any apparent coverage gaps using the task context.
- 4Pick the ClickUp Task Status Updated trigger.
- 5Choose where reports go and test with one status change.
Questions about this workflow
Can Notis know which contacts are missing?
It can compare the returned list with names or details supplied in the task context; missing source data must be provided.
Does this create contacts?
No. This workflow lists contacts for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to 2chat. A trigger fires from one place; an action lands in another.
Clickup triggers
2chat actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Tool to create a new contact in your 2chat account. use after gathering and verifying first name and at least one contact detail (email, phone, or address).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get API Usage Info
Tool to retrieve current api usage and account information. use when you need to monitor your remaining quotas before sending more requests.
Folder Created
Triggers when a new Folder is created.
List Contacts
Tool to list all contacts in your 2chat account. use when you need to retrieve your contact list after confirming your account connection.
Folder Deleted
Triggers when a Folder is deleted.
List Webhook Subscriptions
Tool to list all configured webhook subscriptions. use when you need to audit or review your active whatsapp webhook subscriptions.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Test API Key
Tool to validate your api key and retrieve account info. use when confirming credentials before performing other operations.
List Created
Triggers when a new List is created.
List Deleted
Triggers when a List is deleted.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Connect any two apps with Notis in the middle.
Clickup and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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