Keep new Salesforce leads ready in 2chat
Bring qualified lead details into 2chat without stopping to copy them by hand.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
A promising lead can sit in Salesforce while you switch apps to set up their contact details in 2chat.
- Reduce manual copying between Salesforce and 2chat.
- Only create a contact when the lead has a first name and a usable contact detail.
- Keep new lead follow-up preparation moving.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and 2chat once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to make one.
- 3In one instruction, ask Notis to create a 2chat contact for each new Salesforce lead when a first name and at least one contact detail are present.
- 4Pick the Salesforce New Lead trigger and choose where run reports should go.
- 5Test with one real lead that has a first name and a phone number, email, or address.
Questions about this workflow
Will this send a WhatsApp message to the lead?
No. The available 2chat action creates a contact; it does not send a message.
What if the new lead is missing contact details?
Ask Notis to skip contact creation until a first name and at least one contact detail are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to 2chat. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List Webhook Subscriptions
Tool to list all configured webhook subscriptions. use when you need to audit or review your active whatsapp webhook subscriptions.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Test API Key
Tool to validate your api key and retrieve account info. use when confirming credentials before performing other operations.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce 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.