Turn upcoming renewals into owned next steps
Give the next renewal action a place in Chatwork, with an owner your team can follow up with.
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
Renewals can arrive without enough preparation when the team has no routine for turning CRM dates into owned work.
- Create visible work from renewal records with an explicit next step
- Carry through available assignee and deadline details
- Build a repeatable renewal review routine
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 Chatwork tasks for upcoming renewal records with an explicit next action, available deadline and valid assignee account IDs.
- 4Choose notis_cron, set the recurring schedule, and select where run reports should go.
- 5Test with one real renewal record and verify the task has a usable description and assignee.
Questions about this workflow
How far ahead will it look for renewals?
Specify the lookahead period in your instruction. Renewal dates must be available in the information Notis can access.
What if a renewal record lacks an owner?
The Chatwork task action requires assignee account IDs. Tell Notis to skip records without a valid assignee, or provide the necessary ID in the source information.
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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