Turn lead follow-ups into assigned Chatwork tasks
Move a clear next step from the CRM handoff into the team task list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task in Chatwork Room
Creates a room task assigned to specified users, optionally with a deadline.
Why this helps
A follow-up buried in CRM notes is easy to miss when the people doing the work track tasks in Chatwork.
- Give a follow-up a visible home in Chatwork
- Reduce the chance that a promised next step gets lost
- Keep task details connected to the supplied lead 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 create a Chatwork room task from supplied Agile CRM follow-up details, using the provided assignee account IDs and deadline when available.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one real follow-up request that includes a room, task description and valid assignee account IDs.
Questions about this workflow
Does this automatically detect a CRM task?
No. Agile CRM has no trigger events in this package. Send the follow-up details to the Notis webhook to start the automation.
Can it assign a task without an assignee ID?
The Chatwork task action requires assignee account IDs. Supply valid IDs in the webhook request or in information Notis can access.
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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No card. Works with personal or business Chatwork.