Give promising prospects a research owner
Make the next bit of research a clear task so promising leads do not wait for someone to pick them up.
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 may look promising but remain stuck because deeper research has no named owner or scope.
- Assign a research next step to a specific Chatwork account.
- Carry the prospect details and requested research scope into the task.
- Use your team's selection criteria for which leads need research.
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 which prospects need research, describe the research scope, and provide the Chatwork room and assignee account IDs for the task.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real example and verify the task scope and owner.
Questions about this workflow
Does the workflow conduct research by itself?
It creates an assigned Chatwork task. Any research scope should be clear in the task description.
Can it choose a researcher automatically?
Only if you provide assignment rules and a way to match them to Chatwork assignee account IDs.
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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