Start with a short queue of CRM follow-ups
See what needs attention in one quick Chatwork check-in, then decide what to handle first.
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
Starting the day by scanning many CRM records makes it harder to choose a first action and keep routine follow-ups from slipping.
- Start with a compact view of actionable work
- Group related follow-ups to reduce scanning
- Make the next step visible before opening individual records
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 group available Agile CRM follow-ups by action or due date and post only items with an explicit next step to Chatwork.
- 4Choose notis_cron, set the recurring schedule, and select where run reports should go.
- 5Test with one real set of follow-ups and confirm that grouping uses information available in the source.
Questions about this workflow
Can the queue include everything assigned to me?
Only if assignment details are available to Notis. You can specify a person or other rule in the prompt, but the source data must support it.
Can this prioritize the items?
It can apply a prioritization rule you provide when the required dates or other signals are available. Otherwise it can organize the queue without claiming a priority.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chatwork.