Deliver Agile CRM campaign reports in Telegram
Put campaign reporting files where your team can open them without hunting through email or CRM tabs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Document
Send general files (documents) to a telegram chat using the bot api.
Why this helps
Campaign reports are easy to miss when they arrive away from the team's working chat.
- Make campaign files easier to find in the team chat.
- Reduce manual report forwarding.
- Keep a reporting handoff attached to its notification.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Telegram once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to send the campaign report file supplied or made available for the run to Telegram, with a brief context note.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real report file and webhook request.
Questions about this workflow
Does Agile CRM always provide a report file to the webhook?
The action needs an accessible document for the run. Confirm your report process supplies a file or that Notis can access it through the connected app.
Can the message explain what the file contains?
Yes. Include the context you want in the instruction, using only information available to the run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Telegram. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Telegram, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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