Give due follow-ups a task your team can see
Bring actionable CRM follow-ups into Chatwork before they disappear from view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task in Chatwork Room
Creates a room task assigned to specified users, optionally with a deadline.
Why this helps
Teams can overlook upcoming or overdue follow-ups when they rely on a manual CRM review to remember every next step.
- Review actionable follow-ups on a consistent schedule
- Create tasks where the team tracks its work
- Use assignee and deadline details when they are available
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 find due follow-ups in the Agile CRM information it can access and create Chatwork tasks only when the task description and assignee account IDs are available.
- 4Choose notis_cron, set the recurring schedule, and select where run reports should go.
- 5Test with one real due follow-up and confirm the task details and assignee are valid.
Questions about this workflow
Can Notis guarantee that each follow-up is overdue?
Only when the due date and relevant current date are available in the data Notis receives. If either is missing, the automation cannot reliably determine overdue status.
What happens if an assignee is missing?
The task action requires assignee account IDs. Include valid IDs in the available data, or instruct Notis to skip records without them.
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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