Review client follow-ups that have gone quiet
Set a clear age rule and bring matching follow-ups into Chatwork for a quick decision on what happens next.
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
A follow-up may remain open without a fresh update, making it difficult to spot which client items need a check-in.
- Find follow-ups meeting a threshold your team defines.
- Create a review task instead of assuming the next action.
- Keep age-based follow-up reviews visible.
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 find available client follow-ups older than the age threshold you provide and create a Chatwork review task for each, including a supplied assignee account ID.
- 4Choose a recurring schedule and a report channel.
- 5Test with one known follow-up and confirm the age rule and task details.
Questions about this workflow
Can Notis determine whether a follow-up is stale?
Your instruction must define the age threshold, and the available AgencyZoom information must include a relevant date.
Does a review task mean the client will be contacted?
No. This workflow creates an internal Chatwork review task. The task prompts someone to decide the next step.
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.
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.
Agencyzoom and Chatwork, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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