Send a prepared account review document to Telegram
Bring customer context together in a document your team can review from Telegram before a call or decision.
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
Preparing for an account review takes longer when customer details and open work have to be gathered by hand.
- Give the team a structured review artifact to read or share.
- Keep known facts and unresolved questions distinct.
- Reduce last-minute CRM tab switching before an account discussion.
Setup
Build it in a few focused steps.
- 1Connect Centralstationcrm and Telegram once in Notis.
- 2Create an automation in Notis from any channel, or open Automations, then New Automation in the portal.
- 3In one instruction, ask Notis to prepare an account review document from supplied CRM context and send it to a Telegram chat.
- 4Choose the notis_webhook trigger and choose where run reports should go.
- 5Test with one real account and check the document contents before relying on it.
Questions about this workflow
What should the account review include?
Specify sections such as customer goals, recent CRM context, open tasks, and questions. Notis should only include information provided or retrieved from the CRM.
Can Telegram deliver the review file?
Yes. The selected action is Telegram Send Document, which sends a general file to a chat.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Centralstationcrm to Telegram. A trigger fires from one place; an action lands in another.
Centralstationcrm 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.
Centralstationcrm and Telegram, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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