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Keep customer commitments visible with a weekly review

Review what the team has promised, what remains open, and where the CRM context leaves a question unanswered.

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

Customer promises are easy to miss when they are spread across records, deal notes, and task lists.

  • Review customer commitments in one recurring message.
  • Highlight promises without a clear next step.
  • Support reliable follow-through without relying on memory.

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 summarize supplied customer commitments and open tasks, flag unclear next steps, and send the review to Telegram.
  • 4Choose the notis_cron trigger, set the schedule, and choose where run reports should go.
  • 5Test with one real customer example and confirm the summary distinguishes recorded facts from gaps.

Questions about this workflow

Does the CRM provide a dedicated commitments event?

No Centralstationcrm trigger events are listed. The schedule starts the automation, which can review available CRM context.

Will it know what counts as a commitment?

Define the commitment signals in your instruction, such as an explicit promise recorded in a note or task. The automation should flag ambiguous records for review.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Message

Delete a message, including service messages, with certain limitations.

ActionInstant

Edit Message

Edit text messages sent by the bot.

ActionInstant

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.

ActionInstant

Forward Message

Forward messages of any kind. service messages can't be forwarded.

ActionInstant

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.).

ActionInstant

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.

ActionInstant

Get Chat History

Get chat history messages. note: this uses the getupdates method with specific parameters to retrieve historical messages.

ActionInstant

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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