Keep investor follow-ups moving from Affinity to Telegram
Get a focused Telegram nudge when an Affinity investor relationship needs your attention, with the deal context close at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Message
Send a text message to a telegram chat using the bot api.
Why this helps
Follow-up dates and deal notes are easy to lose across pipeline reviews, leaving promising investor conversations waiting.
- See due follow-ups without reopening the whole pipeline.
- Include relevant deal context in a focused Telegram message.
- Reduce the chance that warm investor conversations go quiet.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Telegram once in the Notis portal.
- 2Create a new automation in Automations or tell Notis the outcome in plain language.
- 3Ask Notis to review Affinity deals for due or overdue investor follow-ups and send a concise Telegram reminder with available deal context.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real deal that has a known follow-up date.
Questions about this workflow
Does this send messages to investors?
This workflow sends reminders to your configured Telegram chat. It does not contact investors unless you explicitly instruct Notis to do so and provide an appropriate destination.
What if Affinity has no follow-up date?
Notis can only assess dates available in the returned Affinity data. Ask it to flag records with missing follow-up dates separately if that is useful.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Telegram. A trigger fires from one place; an action lands in another.
Affinity triggers
Telegram actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Answer Callback Query
Use this method to send answers to callback queries sent from inline keyboards. the answer will be displayed to the user as a notification at the top of the chat screen or as an alert.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Message
Delete a message, including service messages, with certain limitations.
Edit Message
Edit text messages sent by the bot.
Export Chat Invite Link
Generate a new primary invite link for a chat; any previously generated primary link is revoked. the bot must be an administrator in the chat for this to work and must have the appropriate administrator rights.
Forward Message
Forward messages of any kind. service messages can't be forwarded.
Get Chat Info
Get up to date information about the chat (current name of the user for one-on-one conversations, current username of a user, group or channel, etc.).
Get Chat Administrators
Get a list of administrators in a chat. on success, returns an array of chatmember objects that contains information about all chat administrators except other bots.
Get Chat History
Get chat history messages. note: this uses the getupdates method with specific parameters to retrieve historical messages.
Connect any two apps with Notis in the middle.
Affinity and Telegram, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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