Give unassigned leads a next step
Turn an unowned lead list into a visible triage queue with an explicit person responsible.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task in Chatwork Room
Creates a room task assigned to specified users, optionally with a deadline.
Why this helps
Unassigned leads can sit untouched because nobody owns the first decision about who should follow up.
- Find unassigned records only when owner data is available.
- Create a clear triage task when you specify a responsible person.
- Keep lead details attached to the decision request.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and Chatwork once in the Notis portal.
- 2Create an automation and name it for unassigned lead triage.
- 3Tell Notis to find leads without an owner and create a Chatwork triage task assigned to the supplied account ID.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one real unassigned lead and confirm the task assignment.
Questions about this workflow
Will Notis choose who should own a lead?
Only if you provide an explicit assignment rule and the needed team data. Otherwise, supply a designated triage owner or have Notis report the unassigned leads without creating tasks.
Can this workflow assign the lead in Acculynx too?
No. This package creates a Chatwork task; it does not update Acculynx lead ownership.
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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