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Turn important Outlook senders into 2chat contacts

Keep promising conversations one tap away by turning selected email senders into verified 2chat contacts.

Trigger

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

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

Valuable contacts remain buried in email threads, so follow-up requires searching Outlook before every message.

  • Captures contacts while context is fresh
  • Supports qualification instructions
  • Keeps 2chat outreach lists useful

Setup

Build it in a few focused steps.

  • 1Connect Outlook and 2chat once in the Notis portal.
  • 2Create an automation named Important email sender capture.
  • 3Describe which senders qualify, how to verify their name and contact detail, and when to create a 2chat contact.
  • 4Pick New Outlook Message as the trigger and choose a report channel.
  • 5Test with one qualifying email.

Questions about this workflow

Can I restrict this to certain emails?

Yes. Tell Notis to use your criteria such as a domain, subject pattern, or sender role when reviewing each new message.

Does the email always include a phone number?

No. The instruction can use an available email address or ask for a review when no usable detail is present.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Outlook to 2chat. A trigger fires from one place; an action lands in another.

Outlook 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 Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

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

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

List Webhook Subscriptions

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

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

Test API Key

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

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

Connect any two apps with Notis in the middle.

Outlook and 2chat, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business 2chat.