Keep customer follow-ups from going quiet
Make overdue follow-ups visible in a short scheduled digest, with customer context only where it is available.
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
A follow-up can go quiet when its date is recorded in the CRM but not part of the team's regular view.
- Review available CRM dates on a recurring schedule.
- Collect potential follow-ups in one Chatwork message.
- Flag missing history or dates instead of assuming an item is overdue.
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 available Agiled CRM follow-up dates and post a concise digest of items past their follow-up date, identifying missing dates or history.
- 4Choose a recurring schedule trigger, then select where run reports should go.
- 5Test with one real CRM review and verify the date logic.
Questions about this workflow
How does it decide that a follow-up is overdue?
The automation compares an available follow-up date with the current date. If the date or relevant history is unavailable, Notis should state that the item cannot be classified.
Can the digest include contact history?
Only history returned by Agiled or supplied to the automation can be summarized.
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.
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.
Agiled and Chatwork, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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