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Create a 2chat contact from a new Google Doc

Capture new contact details from a Google Doc and add them to 2chat without retyping.

Trigger

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.

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

New contact requests sit in documents while someone manually copies details into messaging tools.

  • Reduces manual data entry
  • Checks for a first name and contact detail before creation
  • Keeps intake processing consistent

Setup

Build it in a few focused steps.

  • 1Connect Google Docs and 2chat in Notis once.
  • 2Create an automation and describe that it should read each new document, verify a first name plus email, phone, or address, then create a 2chat contact.
  • 3Pick New Document Created as the trigger.
  • 4Choose where run reports should go.
  • 5Test with one real intake document.

Questions about this workflow

What if the document is missing contact details?

Notis can report the missing information and skip contact creation until the document is complete.

Can this process every new document?

Yes. The trigger runs when a new Google Doc is detected.

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.

TriggerScheduled

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).

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

TriggerPolling

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.

ActionInstant

Document Deleted

Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.

TriggerPolling

List Webhook Subscriptions

Tool to list all configured webhook subscriptions. use when you need to audit or review your active whatsapp webhook subscriptions.

ActionInstant

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.

TriggerPolling

Test API Key

Tool to validate your api key and retrieve account info. use when confirming credentials before performing other operations.

ActionInstant

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.

TriggerPolling

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

TriggerPolling

Document Updated

Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.

TriggerPolling

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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