Find deals without a clear next step
Get a compact exception list in Chatwork that shows where your Affinity pipeline needs a next action recorded.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post Message
Posts a new message to a room, optionally marking it unread for the sender.
Why this helps
Deals without a clear next step are easy to overlook during a busy week.
- Focus review time on records with missing next-step information.
- Make pipeline hygiene a recurring, visible habit.
- Give teammates a concrete list to resolve.
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: find Affinity deals without a recorded next step and post a concise exception list to Chatwork.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real review and confirm the list reflects the fields Affinity provides.
Questions about this workflow
Can this detect a missing field?
Yes, if Affinity returns the relevant next-step information. Specify which field or signal you want reviewed in the instruction.
Will it update the deal records?
No. This workflow reports the gaps in Chatwork so the team can decide what to update.
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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No card. Works with personal or business Chatwork.