Give each support next step an owner
Move a specific customer follow-up into the task list your team already checks.
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 support conversation can appear handled while its promised next step remains buried in a note without an owner.
- Make a documented support action visible as a task
- Carry through the supplied assignee and deadline
- Keep an important promise from being buried in a CRM note
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 task only for an explicit support next step, using the supplied room and valid assignee account IDs and deadline when available.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one real support handoff that includes the task description and valid assignee account IDs.
Questions about this workflow
Will it create a task from every support message?
No. Instruct Notis to create a task only when the supplied information contains a concrete next step. The Chatwork action requires assignee account IDs.
Can this close the support case in Agile CRM?
No. The available target action creates a Chatwork task. It does not change the Agile CRM record.
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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