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Notis

See renewal priorities in one Chatwork digest

Get one scannable view of renewals that need attention, organized by criteria your team chooses.

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

When renewal details are spread across records, deciding what deserves attention first can create avoidable review work.

  • Bring renewal items into a single team digest.
  • Apply explicit prioritization criteria consistently.
  • Show missing data that affects prioritization.

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 name it.
  • 3In one instruction, ask Notis to organize available AgencyZoom renewal information by your supplied priority criteria and post a concise digest to the specified Chatwork room, noting unavailable details.
  • 4Choose a recurring schedule and a report channel.
  • 5Test with one real set of renewal information and review the ordering.

Questions about this workflow

Can Notis decide priority without criteria?

Your instruction should supply the criteria. If no priority rule or relevant data is available, Notis should present the information without claiming a ranking.

Does it include every renewal?

It can include information available through the AgencyZoom connection for the period you specify. Confirm that the connection exposes the records needed.

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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