Make every lead handoff an owned next step
Move a prospect between people with a clear task instead of relying on a chat mention alone.
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 lead can be shared in conversation without a specific owner or a concrete next action.
- Record the handoff as a task that can be tracked.
- Include incoming lead context in the task description.
- Use assignee account IDs and ownership rules you provide.
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, ask Notis to create a handoff task from incoming lead details and provide the room, assignee account IDs, and expected next step.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real handoff and check ownership and context.
Questions about this workflow
Can the task be routed based on a lead owner field?
Yes, if the incoming data includes a usable owner value and you state how to match it to Chatwork assignee account IDs.
Does this notify the new owner separately?
The listed action creates a task in a Chatwork room. It does not promise a separate direct message.
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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