Turn qualified referrals into 2chat contacts
Move a trusted introduction into your contact system while the referral is still warm.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Referral details can be lost between the introduction and the first follow up.
- Preserves warm introductions
- Makes follow up easier
- Blocks incomplete contact creation
Setup
Build it in a few focused steps.
- 1Connect 2chat in Notis.
- 2Create a webhook automation for qualified referrals.
- 3Tell Notis to create a 2chat contact only when the referral includes a verified first name and at least one phone, email, or address.
- 4Pick a Notis webhook trigger.
- 5Choose the report destination and test with one sample referral.
Questions about this workflow
Can the referral include a phone number only?
Yes. A verified first name plus a phone number satisfies the stated contact requirements.
What if the referral is not approved?
Tell Notis to report it without creating a contact until approval is supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to 2chat. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
List Webhook Subscriptions
Tool to list all configured webhook subscriptions. use when you need to audit or review your active whatsapp webhook subscriptions.
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.
Timelinesai and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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