Review room participants when a deal moves
Quickly see who belongs to the Chatwork room connected to a changing deal.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get Room Members
This tool retrieves a list of all members in a specified chatwork room using the endpoint get /rooms/{room id}/members. it provides essential details like account id, role, name, chatwork id, organization id, and organization name, complementing the existing suite of room management tools.
Why this helps
When ownership or coordination shifts, founders may not know who is already in the room supporting the deal.
- See current room participants in the run report.
- Make deal coordination handoffs easier to review.
- Use the stage change as a reminder to check room membership.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Chatwork once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve members from the Chatwork room relevant to the updated deal and summarize the participants.
- 4Pick Deal Stage Updated as the trigger and choose where run reports go.
- 5Test with one real deal update and confirm the room can be identified.
Questions about this workflow
Can this add someone to the room?
No. The listed Chatwork action retrieves room members but does not add or remove them.
What if no room is associated with the deal?
The room members action requires a room ID. If the workflow cannot identify one from available information, it should say so in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Chatwork. A trigger fires from one place; an action lands in another.
Hubspot triggers
Chatwork actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Message
This tool allows you to delete a specific message from a chatwork room by calling the delete endpoint at https://api.chatwork.com/v2/rooms/{room id}/messages/{message id}. it requires authentication using a chatwork api token provided in the x-chatworktoken header, and the necessary permissions to delete messages in the specified room.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Chatwork Contacts
This tool retrieves a list of all contacts from chatwork. it is a fundamental tool that fetches all contact information such as account id, room id, name, chatwork id, organization details, department, and avatar image url, without needing additional parameters beyond authentication.
Contact Created Trigger
Contact Created Trigger
Get Chatwork File
This tool retrieves information about a specific file in a chat room. the api endpoint get /v2/rooms/{room id}/files/{file id} provides file details such as file id, account id, message id, filename, filesize, upload time, and download url, which are useful for retrieving file metadata, verifying file existence, and managing file sharing within chatwork.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get My Chatwork Status
This tool retrieves the current status of the authenticated user, including unread message counts and task status. it provides a quick overview of unread messages, mentions, and tasks, making it valuable for monitoring chatwork activity and building automation workflows.
Get Room Members
This tool retrieves a list of all members in a specified chatwork room using the endpoint get /rooms/{room id}/members. it provides essential details like account id, role, name, chatwork id, organization id, and organization name, complementing the existing suite of room management tools.
Get Room Messages
This tool retrieves messages from a specific chatwork room using the get https://api.chatwork.com/v2/rooms/{room id}/messages endpoint. it requires a room id parameter and an optional force flag to refresh the cache by retrieving the 100 newest messages.
Get Chatwork Rooms
This tool retrieves a list of all chat rooms associated with the authenticated chatwork account. it includes group chats, direct chats, and personal chats, and does not require any additional parameters beyond authentication.
Upload File to Chatwork Room
This tool allows users to upload files to a specific chatwork room. it enables file sharing functionality within the chatwork platform by providing an endpoint to upload files (along with an optional message) to a given room.
Connect any two apps with Notis in the middle.
Hubspot and Chatwork, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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