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Notis

Turn overdue AgencyZoom follow-ups into Chatwork tasks

Start the day with actionable follow-ups assigned as tasks in Chatwork, instead of rebuilding a to-do list by hand.

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

Follow-ups can slip when overdue work is buried among client records and has not yet become a clear team task.

  • Surface overdue follow-ups as tasks in the team workspace.
  • Reduce manual review and task creation.
  • Make ownership visible through Chatwork task assignments.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Chatwork once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3In one instruction, ask Notis to review available AgencyZoom follow-up information and create a Chatwork task for each actionable overdue item, including only supported details.
  • 4Choose a recurring schedule and a report channel.
  • 5Test with one real overdue item and check its task details and assignment.

Questions about this workflow

Will this find overdue follow-ups if AgencyZoom does not expose them to Notis?

No. The scheduled run can only use information available through the connected AgencyZoom access or information you provide. Confirm that the needed follow-up data is available before relying on it.

What is required to create a task?

The Chatwork action requires a task description and assignee account IDs. Provide a clear assignment rule or otherwise ensure the relevant assignee IDs are available.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Chatwork. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Chatwork actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Message

Deletes a specific message from a chat room.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Chatwork Room

Creates a group chat room with assigned roles and optional invitation link settings.

ActionInstant

Get Chatwork Contacts

Retrieves a list of all contacts.

ActionInstant

Create Room Invitation Link

Creates a shareable invitation link for a room; creation fails if a link already exists.

ActionInstant

Create Task in Chatwork Room

Creates a room task assigned to specified users, optionally with a deadline.

ActionInstant

Get My Chatwork Status

Retrieves your current status, including unread messages and tasks.

ActionInstant

Get Room Members

Retrieves the members of a chat room.

ActionInstant

Delete or Leave Chatwork Room

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Chatwork, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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