Spot deal follow-ups before they slip
Get a scheduled pipeline note in Chatwork that highlights deals needing a fresh look and the details available to act.
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
A pipeline review can become another task to remember, especially when follow-up dates or next steps are scattered.
- Create a repeatable review habit without manually scanning every deal.
- Surface missing or overdue follow-up details when Affinity provides them.
- Give the team one concise place to start its pipeline check.
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: review the Affinity pipeline for deals needing follow-up and post a concise prioritized summary to Chatwork.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real pipeline review.
Questions about this workflow
Does this workflow know which deals are stale?
It can identify gaps using dates or follow-up details available from Affinity. If your definition depends on a custom threshold, include that threshold in the instruction.
Does the schedule itself change Affinity records?
No. This workflow reviews Affinity data and posts a summary to Chatwork.
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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