Find the right 2chat contact from incoming email
Start from the email you just received and quickly see whether the sender is already in 2chat.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
You receive a new email but lose time searching separate contact systems before choosing a response channel.
- Reduces contact searching
- Highlights existing relationships
- Flags senders who need contact creation
Setup
Build it in a few focused steps.
- 1Connect Outlook and 2chat once in the Notis portal.
- 2Create an automation named Incoming email contact review.
- 3Tell Notis to inspect the sender, retrieve the 2chat contact list, match the person when possible, and report the recommended next step.
- 4Pick New Outlook Message as the trigger and choose a report channel.
- 5Test with one incoming message from a known contact.
Questions about this workflow
What if there is no match?
Notis can report that the sender is not found and include the available email detail for a later contact workflow.
Can the report include why a match was chosen?
Yes. Ask Notis to summarize the matching evidence it found in the returned records.
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.
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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
List Webhook Subscriptions
Tool to list all configured webhook subscriptions. use when you need to audit or review your active whatsapp webhook subscriptions.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Test API Key
Tool to validate your api key and retrieve account info. use when confirming credentials before performing other operations.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business 2chat.