Choose your next sales focus with a Telegram poll
Turn a pipeline review into one simple team decision in the chat.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Poll
Send a native poll to a telegram chat using the bot api.
Why this helps
A list of CRM priorities does not always make it clear which opportunity the team should tackle first.
- Make the next sales focus visible to the team.
- Turn pipeline context into a clear choice.
- Avoid starting a separate discussion from scratch.
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 form a poll from available CRM priorities and send it to the relevant Telegram chat.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and specify poll options or a decision rule if the available CRM data does not support them.
Questions about this workflow
Will the poll options come directly from Agile CRM?
Not necessarily. Tell Notis what options to use, or ask it to derive them from CRM information available in the run.
Can this workflow determine team priority automatically?
It can present a choice based on your instruction and available data. The Telegram poll lets participants respond; it does not itself change CRM priorities.
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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