Check whether a new deal already has a 2chat contact
Reduce duplicate outreach by reviewing your current 2chat contacts when opportunities arrive.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
A prospect may already exist in 2chat under a different deal or conversation.
- Makes existing contacts easier to spot
- Supports safer outreach decisions
- Creates a repeatable review point
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and 2chat in Notis once.
- 2Create an automation named New deal contact list review.
- 3Tell Notis to list 2chat contacts and flag possible matches using the deal details.
- 4Pick the Pipedrive New Deal Received trigger and choose where run reports go.
- 5Test with one deal whose contact may already exist.
Questions about this workflow
Does this merge contacts?
No. It lists contacts and reports possible matches for your review.
What information is used for matching?
Notis can use details present in the deal, such as a name, phone, or email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to 2chat. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
List Webhook Subscriptions
Tool to list all configured webhook subscriptions. use when you need to audit or review your active whatsapp webhook subscriptions.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business 2chat.