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Notis

Make CRM follow-ups easy to spot

Turn a CRM change into a short, useful prompt for the person who needs to follow up.

Trigger

Webhook received

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

Action

Post Message

Posts a new message to a room, optionally marking it unread for the sender.

Why this helps

Important customer follow-ups can disappear among routine CRM updates and scattered reminders.

  • Highlight CRM updates that need a person to act.
  • Include customer context and next steps when available.
  • Keep the alert short enough to scan.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Chatwork once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to review webhook requests containing Agiled CRM updates and post a concise Chatwork follow-up when a human action is indicated.
  • 4Choose the webhook trigger, then select where run reports should go.
  • 5Test with one real CRM update that needs follow-up.

Questions about this workflow

Will every CRM update create a message?

Describe which updates merit a follow-up in the automation instruction. The webhook request must provide enough context for Notis to make that decision.

Can Notis invent missing customer details?

No. Notis can summarize returned data, but customer details or history that Agiled does not provide must be supplied in the request or treated as missing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Chatwork. A trigger fires from one place; an action lands in another.

Agiled 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.

Agiled and Chatwork, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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