Check Chatwork contacts when a new lead arrives
A new lead can already be part of a conversation. Have Notis check your Chatwork contacts so you can spot a possible match before you reach out.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
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.
Why this helps
You may not remember whether a new Salesforce lead is already known to someone in Chatwork, especially when conversations are spread across teams.
- Review contact details alongside the new lead context.
- Reduce the chance of overlooking an existing relationship.
- Keep the lookup in a run report for later review.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Chatwork once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to retrieve Chatwork contacts when a new Salesforce lead is created and identify possible matches for review.
- 4Pick the Salesforce New Lead trigger and choose where run reports should go.
- 5Test with one real new lead and review the contact lookup.
Questions about this workflow
Does this automatically match or merge Salesforce records?
No. The workflow retrieves Chatwork contacts and can flag possible matches for review. It does not merge or update Salesforce records.
What does Chatwork provide for this lookup?
The action returns available contact details such as account id, name, Chatwork id, organization, and department.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Chatwork. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce 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.