Review campaign work in one Chatwork update
Give the team a regular snapshot of campaign progress, blockers and next actions supported by the available data.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post Message
Posts a new message to a room, optionally marking it unread for the sender.
Why this helps
Campaign reviews become hard to sustain when someone must gather status from CRM records and prepare the same update by hand.
- Keep campaign review on a predictable cadence
- Make documented blockers visible
- Share next actions without manual status writeups
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 available campaign status, explicit blockers and documented next actions in a Chatwork update, labeling missing status as unknown.
- 4Choose notis_cron, set the recurring schedule, and select where run reports should go.
- 5Test with one real campaign review and check that the summary does not infer progress or blockers.
Questions about this workflow
Can it report campaign performance against a target?
Only when both the result and target are present in available data. If a target is missing, the review can report the result without claiming whether it met expectations.
Can I choose a weekly run time?
Yes. Select notis_cron and set the schedule for the time and timezone you want in the Notis automation flow.
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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