Create 2chat contacts from Drive intake files
Capture contact details in Drive, then let Notis add eligible people to 2chat without retyping their information.
Trigger
File Created
Triggers when a new file is created in Google Drive.
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
Contact details arrive in documents, and copying them into a separate contact list creates another chance to lose or mistype them.
- Reduce retyping from intake documents
- Create a contact only when a first name and at least one contact detail are present
- Keep incomplete or unclear records out of 2chat
Setup
Build it in a few focused steps.
- 1Connect Google Drive and 2chat once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation; give it a name and prompt.
- 3In one instruction, ask Notis to inspect new intake files and create a 2chat contact only when a first name and an email, phone number, or address are clear; otherwise report what is missing.
- 4Pick the Google Drive File Created trigger and choose where run reports go.
- 5Test with one real intake file and confirm the created contact details.
Questions about this workflow
What information must the intake contain?
It needs a clear first name and at least one contact detail: email, phone number, or address.
Will Notis create a contact if the details are incomplete?
The instruction can tell Notis to report missing or unclear details and skip contact creation until the information is sufficient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to 2chat. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
List Webhook Subscriptions
Tool to list all configured webhook subscriptions. use when you need to audit or review your active whatsapp webhook subscriptions.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Test API Key
Tool to validate your api key and retrieve account info. use when confirming credentials before performing other operations.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Connect any two apps with Notis in the middle.
Google Drive and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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