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Find accounts worth an expansion conversation

Use subscription and revenue context to build a thoughtful review list for potential customer expansion.

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

Expansion opportunities are easy to overlook when customer patterns are reviewed only occasionally.

  • Create a focused list for human review
  • Use recorded customer and revenue context
  • Make expansion planning more consistent

Setup

Build it in a few focused steps.

  • 1Connect ChartMogul and Telegram once in Notis.
  • 2Create an automation in Notis and name it.
  • 3Ask Notis in one instruction to surface customers whose available subscription or revenue patterns could merit an expansion conversation, and explain the evidence in Telegram.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real ChartMogul example.

Questions about this workflow

Does this decide which customers are ready to buy more?

No. It suggests accounts for human review based on available data; your team decides whether an expansion conversation makes sense.

Can I define the signals to look for?

Yes. State the signals you consider relevant, provided the necessary data is available in ChartMogul.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ChartMogul to Telegram. A trigger fires from one place; an action lands in another.

ChartMogul 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.

ChartMogul and Telegram, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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