Create a 2chat contact when a Google Doc is complete
Move completed client or partner forms into 2chat as soon as the required placeholder is filled.
Trigger
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Action
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).
Why this helps
Completed forms require another manual handoff before a contact can be reached in WhatsApp.
- Acts only after the form is complete
- Avoids creating partial contacts
- Shortens handoff time
Setup
Build it in a few focused steps.
- 1Connect Google Docs and 2chat in Notis once.
- 2Create an automation instructing Notis to read the completed document, verify a first name and one contact detail, and create the 2chat contact.
- 3Pick Document Placeholder Filled as the trigger.
- 4Choose a report channel.
- 5Test with one completed document.
Questions about this workflow
Which placeholder does this use?
You specify the placeholder pattern in the automation instruction and monitor the chosen document.
Does it create a contact before completion?
No. The trigger fires when the configured placeholder is no longer present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to 2chat. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
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.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
List Webhook Subscriptions
Tool to list all configured webhook subscriptions. use when you need to audit or review your active whatsapp webhook subscriptions.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Test API Key
Tool to validate your api key and retrieve account info. use when confirming credentials before performing other operations.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Connect any two apps with Notis in the middle.
Google Docs and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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