Put stale lead follow-up back on the team's list
Use a scheduled check to surface leads that meet your criteria and turn them into owned tasks.
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
Leads can sit untouched when nobody has time to review the pipeline and identify what needs a nudge.
- Review accessible prospecting data on a regular schedule.
- Create tasks only for leads matching criteria you specify.
- Use a stated baseline or definition when identifying inactivity.
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 what counts as stale, ask Notis to create follow-up tasks for matching leads, and provide 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 that the identified lead meets your criteria.
Questions about this workflow
Can Notis determine staleness without last-contact data?
No. The data available to Notis must include a usable activity or contact date, or you must provide a baseline and criteria.
Can tasks be assigned?
Yes. Include the intended assignee account IDs in your instruction because Chatwork requires them to create a task.
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.