Keep sales opportunities moving
Gather opportunities that deserve a look into one Telegram digest, with the context ChartMogul has recorded.
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
Opportunities can stall when their status and next follow-up are spread across records and memory.
- Review open opportunities in one pass
- See available recorded context
- Make follow-up decisions easier to capture
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 summarize sales opportunities that appear to need follow-up, noting any missing next-step details, and send the digest to Telegram.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real ChartMogul example.
Questions about this workflow
Will Notis invent a next step if one is missing?
No. Ask it to call out missing next-step details so your team can decide what to do.
Can I focus on selected opportunity stages?
Describe the stages you want reviewed, if those stage values are available in your ChartMogul data.
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.
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.
ChartMogul and Telegram, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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