Make deal risks actionable
Capture a deal risk as a task with a clear owner and response, so it stays visible after the pipeline conversation ends.
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
Risks discussed in a deal review can lose momentum when nobody owns the next action.
- Turn a stated mitigation into a concrete task.
- Keep ownership visible in the room where the team coordinates.
- Reduce the chance that a risk discussion ends without follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Chatwork once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the outcome: create a Chatwork task from each submitted deal risk when it includes a clear mitigation and assignee.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real risk submission that includes an assignee.
Questions about this workflow
What details are required to make a useful task?
Provide a clear mitigation or next action and an assignee. Include a deadline if you want the task to have one.
Does this change the Affinity record?
No. It creates a task in Chatwork based on the submitted risk information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Chatwork. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Chatwork, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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