Give every new lead a clear handoff in Chatwork
Send the team the context they need to follow up, without another round of copy and paste.
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
Lead details and follow-up context can get scattered between the CRM and team chat, leaving someone to reconstruct what matters.
- Put lead context where the team coordinates
- Reduce manual CRM-to-chat copying
- Make the next follow-up easier to spot
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 the Agile CRM lead details you provide and post the handoff to Chatwork.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one real lead example by sending its details to the webhook.
Questions about this workflow
Does Agile CRM start this automatically?
Agile CRM has no trigger events in this package. The automation starts when you send an HTTP request to its Notis webhook.
What information will the handoff include?
Tell Notis what to include in the prompt. It can summarize the lead details supplied in the webhook request, but cannot infer missing CRM fields.
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.