Share deal documents in Telegram with context
Send a deal document where the conversation is happening, along with a short note that says what it is and why it matters.
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
A proposal can sit in a CRM record while the people coordinating the deal are waiting for the file.
- Bring a relevant file into the deal conversation.
- Add a short contextual note so the document is recognizable.
- Reduce switching between CRM records and chat.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Telegram once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis in plain language from any channel.
- 3Describe which provided deal document to send and what context the Telegram message should include.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real document and verify the recipient chat.
Questions about this workflow
Will this create a proposal document?
No. This workflow sends a document available to the automation; the listed Telegram action does not create proposal files.
What if the document is not available to the automation?
Provide an accessible document or link as part of the trigger context. Notis cannot send a file it cannot access.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Telegram. A trigger fires from one place; an action lands in another.
Capsule 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.
Capsule crm and Telegram, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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