Keep overdue invoice follow-ups moving
Turn overdue invoices into visible follow-up work on a schedule your team can rely on.
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
An invoice can become overdue without triggering a clear follow-up, especially when payment status is tracked elsewhere.
- Bring overdue invoice follow-ups into Chatwork.
- Include vendor and due date details when available.
- Make repeated reviews part of a regular routine.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Chatwork once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review available invoice data, create a Chatwork task only for invoices confirmed overdue and still requiring action, and avoid duplicating open follow-ups.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test against one real invoice and check how overdue status and existing tasks are determined.
Questions about this workflow
Can the automation know whether an invoice is paid?
Only when payment status is available through the connected data or supplied by you. If it is absent, the instruction should not treat the invoice as unpaid.
How should duplicate tasks be avoided?
Tell Notis to check existing Chatwork tasks for a matching invoice reference before creating another, when that reference is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Chatwork. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Chatwork, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chatwork.