Turn daily prospecting priorities into assigned tasks
Start with a short list of owned actions based on the lead criteria your team trusts.
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
A broad lead list makes it difficult to decide which contacts deserve attention first each day.
- Focus a daily review on prospects matching your criteria.
- Convert selected records into trackable tasks.
- Keep task ownership explicit with supplied Chatwork account IDs.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Chatwork once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, define priority criteria and ask Notis to create tasks for matching prospects, including the Chatwork room and assignee account IDs.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real example and verify the selected prospects and task assignment.
Questions about this workflow
Will it know which prospects are the top ones?
Only according to the criteria and data you provide. If ranking requires a baseline or unavailable fields, supply them or leave the ranking unspecified.
Could it create duplicate tasks each day?
That depends on whether Notis has accessible task or history data to check. Include a deduplication instruction and ensure the necessary history is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Chatwork. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Chatwork, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Chatwork.