Keep the pipeline visible with a Chatwork digest
Get a recurring view of the pipeline and the follow-ups that deserve attention.
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
Pipeline reviews take extra effort when updates require opening the CRM, scanning records and rebuilding the same status summary.
- Bring a repeatable pipeline summary into team chat
- Spot follow-ups without manually rebuilding a report
- Keep the review in a familiar coordination channel
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 pipeline data it can access and post key changes or follow-ups to Chatwork.
- 4Choose notis_cron and set the recurring schedule, then select where run reports should go.
- 5Test with one real example and confirm the summary uses available pipeline information.
Questions about this workflow
Can this report compare pipeline changes over time?
Only if the needed history or baseline is available to Notis or supplied in the prompt. Otherwise, the digest can summarize the current information it can access.
Can I choose how often it runs?
Yes. Choose a recurring schedule when selecting the notis_cron trigger 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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No card. Works with personal or business Chatwork.