Turn investor follow-up into an assigned task
Move a clear next step from an Affinity update into a Chatwork task so the owner can act without another round of coordination.
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
Investor follow-ups can be visible in the CRM but still lack a clear task and accountable owner.
- Convert a stated next step into a trackable task.
- Use the provided assignee and deadline when available.
- Keep follow-up work visible in the team's Chatwork room.
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 for each submitted investor follow-up that has a clear task and assignee.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real follow-up that includes an assignee.
Questions about this workflow
What if the submitted follow-up has no assignee?
Tell Notis in the instruction how to handle incomplete requests, such as posting a clarification message instead of creating an unassigned task.
Can it set a task deadline?
It can use a deadline supplied in the submitted update when one is available.
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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