Check the 2chat Contact List When Deal Stages Change
A deal stage change can be a useful moment to review the contacts available for follow-up. Notis can retrieve the 2chat contact list and summarize what the action returns.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
Checking contact availability in a separate account adds context switching when a deal progresses.
- Bring the 2chat contact list into a deal-stage run report.
- Make contact review part of an existing sales event.
- Use only contact information returned by 2chat.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and 2chat once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to retrieve the 2chat contact list when a HubSpot deal stage changes and summarize the returned list for review.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage update and review the run report.
Questions about this workflow
Does this add or change a 2chat contact?
No. The selected action lists contacts; it does not create or update them.
Can the workflow identify contacts related to the changed deal?
Only if the event and returned data include enough information to make that connection. Otherwise, the report should treat the list as a general 2chat contact review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to 2chat. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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