Confirm 2chat account access during onboarding
Make sure the messaging account is reachable before a new user enters follow-up workflows.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Test API Key
Tool to validate your api key and retrieve account info. use when confirming credentials before performing other operations.
Why this helps
Onboarding stalls when account access has expired or changed since the last setup check.
- Adds a clear onboarding checkpoint
- Exposes credential issues early
- Returns account information for the team
Setup
Build it in a few focused steps.
- 1Connect Zendesk and 2chat in Notis once.
- 2Create an automation named Onboarding 2chat account check.
- 3Tell Notis to test the 2chat API key and summarize the returned account information.
- 4Choose New User Created as the Zendesk trigger and select a report channel.
- 5Test with one real onboarding event.
Questions about this workflow
What if the API key test fails?
Notis should report the failure so you can reconnect or correct the 2chat credentials before continuing.
Does this create a contact?
No. Pair it with the contact workflow when the user's details are verified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to 2chat. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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