Put the deal decision in front of the team
Give collaborators the context and open decision in one message, so the discussion can move forward.
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
Deal discussions lose time when participants arrive without a shared view of the opportunity, open questions and decision needed.
- Bring opportunity context into one shared message
- Separate known facts from unresolved questions
- State the decision the team needs to make
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 turn the supplied opportunity details into a Chatwork decision brief with known facts, risks supported by the source, open questions and the requested decision.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one real opportunity review request sent to the webhook.
Questions about this workflow
Can Notis recommend whether to close a deal?
It can organize the evidence and apply a decision rule you provide if the needed details are present. The brief should make missing evidence clear.
Will this change deal status?
No. The available action posts a message in Chatwork and does not update Agile CRM.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chatwork.