Make customer renewals easier to coordinate
Bring the known renewal context and next conversation step into the room where your team works.
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
Renewal preparation is easy to postpone when customer context, dates and next steps are spread across CRM records.
- Gather supplied renewal context into one message
- Make known dates and next steps visible to collaborators
- Reduce manual preparation before a renewal conversation
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 summarize supplied Agile CRM renewal details, including only dates and commitments present in the information, and post them to Chatwork.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one real renewal example sent to the webhook.
Questions about this workflow
Can this calculate renewal dates?
It can report dates provided in the request or accessible data. Do not rely on it to infer dates when the source does not include them.
Can the message include customer commitments?
Yes, when those commitments appear in the supplied information. The prompt should ask Notis to distinguish confirmed details from unknowns.
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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