Make deal handoffs clear and accountable
Give the next owner a task with the context needed to keep the deal moving.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task in Chatwork Room
Creates a room task assigned to specified users, optionally with a deadline.
Why this helps
A deal handoff can leave the next person unclear about what changed or what they need to do.
- Turn a supplied handoff into a concrete next action.
- Preserve relevant deal context in the task description.
- Use a provided account ID to assign the task to its intended owner.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Chatwork once in the Notis portal.
- 2Create an automation for deal owner handoffs.
- 3Tell Notis to create a task from the supplied deal context and next step, assigning it to the provided Chatwork account ID.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real handoff request and confirm the task has the intended details and assignee.
Questions about this workflow
Where does the assignee come from?
The task action requires assignee account IDs. Include the correct Chatwork account ID in the request or make it available to Notis.
Does this update deal ownership in ActiveCampaign?
No. It creates a Chatwork task for the handoff.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Chatwork. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Chatwork, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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