2Chat automation for WhatsApp, Instagram, Messenger, and SMS
Route 2Chat WhatsApp leads to HubSpot, turn support DMs into Zendesk tickets, and sync SMS orders into a spreadsheet for better follow-up.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in 2Chat.
Update records in 2Chat automatically when data changes in the apps your team already uses.
Log 2Chat activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate 2Chat
Ready-made flows built with 2Chat — preview one, then make it yours.
Ready to use 2Chat automations
Triggers and Actions in 2Chat Automations
viaSocket makes it simple to connect 2Chat and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
New WhatsApp Message
Runs when a new WhatsApp message is received for a selected WhatsApp number.
New WhatsApp Message Sent
Runs when a new WhatsApp message is sent in 2Chat.
New WhatsApp Message
Runs when a new WhatsApp message is sent or received.
New WhatsApp Call Received
Runs when a new WhatsApp call is received on a chosen number.
New WhatsApp Conversation
Runs when a new WhatsApp conversation starts on a chosen 2Chat number.
New Message Reaction
Runs when someone reacts to a message.
Do thisActions
Action is the task that follows automatically within your 2Chat integrations.
Create Contact
Creates a new contact with phone, WhatsApp, email, or address details (at least one required).
Create WhatsApp Channel
Create a new WhatsApp channel by providing phone number and friendly name.
List All Contacts
Retrieve all contacts, with optional page number and results per page.
List WhatsApp Numbers
Retrieve all WhatsApp numbers registered in your 2Chat account.
Get WhatsApp Messages
Retrieve WhatsApp messages for a selected WhatsApp number; optionally filter by contact and page.
Check Phone Number on WhatsApp
Checks whether a number is registered on WhatsApp using your sender number or optional extra information.
Real-world use cases of 2Chat integrations
See how 2Chat integrates with popular apps to automate tasks and streamline your workflow.
Send new WhatsApp leads from 2Chat to HubSpot with source tags and conversation notes.
Create Slack alerts when 2Chat conversations mention pricing objections or ready-to-buy signals.
Log Instagram DM inquiries from 2Chat into Google Sheets for pipeline review.
Open Zendesk tickets from 2Chat support chats when customers report missing or damaged orders.
Sync 2Chat order questions into your CRM so reps follow up on active deals.
Record Messenger quote requests from 2Chat in a spreadsheet for weekly revenue tracking.
How to get started with 2Chat automations
Automate when something happens in 2Chat
Login -> Create new flow -> Select trigger -> Search 2Chat -> Choose the trigger from the list
Take action in 2Chat when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search 2Chat -> Choose the action from the list
Trigger
Action
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About 2Chat
2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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