Raise customer risks with the context to act
Help the right people respond with a concise account of the evidence and the decision needed.
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
A customer concern can stall when the team sees an urgent label without the facts, context or decision that would help resolve it.
- Separate known evidence from assumptions
- State the requested decision or next action
- Bring a focused escalation to the team room
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 post supplied customer-risk details to Chatwork, separating confirmed evidence, unknowns and the requested next action.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one real escalation example and review the message for unsupported claims.
Questions about this workflow
Can this detect risk from CRM activity?
Only when risk signals or relevant activity are included in the data supplied to the webhook or accessible to Notis. Define the signals in the instruction.
Will it decide the severity?
It can apply a severity rule you provide when the needed evidence is present. Otherwise it should report the facts and leave severity unknown.
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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