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Notis

Keep support follow-ups moving with a Chatwork digest

Bring unresolved support work into view with a short, recurring update for the team.

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

Support follow-ups can slip when the team must repeatedly scan CRM records to find which conversations still need attention.

  • Make available support follow-ups visible in team chat
  • Reduce repetitive record scanning
  • Focus the digest on next steps supported by the source data

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 Agile CRM support follow-up information and post only records with an explicit outstanding next step to Chatwork.
  • 4Choose notis_cron and set the recurring schedule, then select where run reports should go.
  • 5Test with one real support example and check that the source includes the details the digest needs.

Questions about this workflow

Can the digest identify unresolved cases?

Only when the status or equivalent information is available to Notis. If status is absent, specify a source signal in your prompt or provide it in the data.

Can this create tasks for every support item?

This workflow posts a digest. To create tasks, use a task workflow and ensure each item has a clear description and valid assignee account IDs.

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.

TriggerScheduled

Delete Message

Deletes a specific message from a chat room.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Chatwork Room

Creates a group chat room with assigned roles and optional invitation link settings.

ActionInstant

Get Chatwork Contacts

Retrieves a list of all contacts.

ActionInstant

Create Room Invitation Link

Creates a shareable invitation link for a room; creation fails if a link already exists.

ActionInstant

Create Task in Chatwork Room

Creates a room task assigned to specified users, optionally with a deadline.

ActionInstant

Get My Chatwork Status

Retrieves your current status, including unread messages and tasks.

ActionInstant

Get Room Members

Retrieves the members of a chat room.

ActionInstant

Delete or Leave Chatwork Room

ActionInstant

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.