Keep New HubSpot Contacts Ready in 2chat
New contact details can be easy to lose between CRM and WhatsApp workflows. Let Notis check the record and create a 2chat contact when it has the details needed.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Manually re-entering each eligible HubSpot contact in 2chat creates extra work and leaves contacts out of sync.
- Reduce repeat entry when a new HubSpot contact has a name and contact detail.
- Skip contact creation when required details are missing.
- Keep a run report for review.
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 check each new HubSpot contact for a first name and at least one contact detail, then create it in 2chat when those details are present.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact that has a first name and contact detail.
Questions about this workflow
Does this send a WhatsApp message?
No. The available 2chat action creates a contact; it does not send a message.
What if the HubSpot record lacks a first name or contact detail?
Instruct Notis to skip creating the 2chat contact and note the missing details in the run report.
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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