Keep the useful contact context close at hand
Share a quick reference that helps your team remember who they are speaking with and what is already known.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Post Message
Posts a new message to a room, optionally marking it unread for the sender.
Why this helps
Useful contact context is easy to lose when it is tucked into CRM records people do not open during a live conversation.
- Bring relevant contact details into the conversation space
- Keep confirmed information distinct from unknowns
- Reduce the need to switch back to the CRM for basic context
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Chatwork once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to organize supplied contact details into a Chatwork reference note with confirmed facts, relevant context and clearly labeled unknowns.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one real contact handoff sent to the webhook.
Questions about this workflow
Can the brief add public information about the contact?
This workflow summarizes information supplied to the Notis webhook or available to Notis. Include any additional research in the request if you want it considered.
Can I choose which contact details are shared?
Yes. Specify the details to include in the automation instruction and provide the information through the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Chatwork. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Chatwork, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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