Start with a clear lead follow-up list
Get a short, reviewable list of leads needing attention without manually scanning every record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post Message
Posts a new message to a room, optionally marking it unread for the sender.
Why this helps
Busy founders can lose track of follow-ups when lead reviews depend on remembering to open another app.
- Gather a concise list from lead information available to Notis.
- Prioritize only using criteria you provide or data that is present.
- Keep the review in the team's Chatwork room.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and Chatwork once in the Notis portal.
- 2Create an automation and name it for the lead review.
- 3Tell Notis to review accessible Acculynx leads for follow-up needs and post a concise prioritized list to the chosen Chatwork room.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one real review and check that the criteria and lead details are accurate.
Questions about this workflow
How does Notis decide which leads need attention?
State the criteria in your instruction, such as a supplied follow-up date or status. Notis should not assume a baseline or hidden history.
Can it include all open leads?
Yes, if the connected Acculynx data available to Notis can return them. The message can be summarized if the list is long.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Chatwork. A trigger fires from one place; an action lands in another.
Acculynx triggers
Chatwork actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Message
Deletes a specific message from a chat room.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Chatwork Room
Creates a group chat room with assigned roles and optional invitation link settings.
Get Chatwork Contacts
Retrieves a list of all contacts.
Create Room Invitation Link
Creates a shareable invitation link for a room; creation fails if a link already exists.
Create Task in Chatwork Room
Creates a room task assigned to specified users, optionally with a deadline.
Get My Chatwork Status
Retrieves your current status, including unread messages and tasks.
Get Room Members
Retrieves the members of a chat room.
Delete or Leave Chatwork Room
Connect any two apps with Notis in the middle.
Acculynx and Chatwork, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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