Create a 2chat contact from every qualified new deal
Keep new opportunities reachable in 2chat without copying contact details by hand.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
New deals can sit without a messaging contact, slowing the first follow-up.
- Reduces duplicate data entry
- Checks for a first name and contact detail
- Keeps new opportunities ready for outreach
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and 2chat in Notis once.
- 2Create an automation named New deal to 2chat contact.
- 3Tell Notis to create a 2chat contact only after verifying a first name and email, phone, or address from the deal.
- 4Pick the Pipedrive New Deal Received trigger and choose where run reports go.
- 5Test with one real deal that has complete contact details.
Questions about this workflow
What if the deal has no contact details?
Notis can report that the deal was skipped because a first name and contact detail were missing.
Will this send a WhatsApp message?
No. This workflow creates a 2chat contact for later messaging.
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
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.