Review contact capture readiness every month
Turn a backlog into a focused contact review. Notis checks your supplied candidates, verifies required details, and creates complete 2chat contacts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Potential contacts lose momentum when incomplete records and ready to create records share one unsorted queue.
- Separate ready records from incomplete candidates
- Create contacts only after verification
- Give the backlog a predictable review point
Setup
Build it in a few focused steps.
- 1Connect 2chat in Notis once and make the candidate source available in the prompt context.
- 2Create an automation named for monthly contact readiness.
- 3Tell Notis to review the supplied candidates, verify a first name plus email, phone, or address, and create only complete 2chat contacts.
- 4Pick a Notis cron trigger, set the monthly schedule, and choose a report channel.
- 5Test with one real candidate set.
Questions about this workflow
Where do candidate contacts come from?
Provide the candidate details in the prompt context or connected workflow input; this action does not retrieve candidates by itself.
Will incomplete candidates be discarded?
No. Ask Notis to report them for follow up without creating a contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to 2chat. A trigger fires from one place; an action lands in another.
Google Slides 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 Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
List Webhook Subscriptions
Tool to list all configured webhook subscriptions. use when you need to audit or review your active whatsapp webhook subscriptions.
Test API Key
Tool to validate your api key and retrieve account info. use when confirming credentials before performing other operations.
Connect any two apps with Notis in the middle.
Google Slides and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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