Bring Clientary proposals into Telegram for review
Send proposal files to a chosen Telegram chat when your process starts a Notis webhook, so review has a clear place to happen.
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
Proposal review can stall when a file lives in Clientary and the people who need to discuss it are already working in Telegram.
- Put a proposal file where your team already coordinates.
- Start delivery from a webhook in your existing process.
- Keep proposal review visible in a Telegram chat.
Setup
Build it in a few focused steps.
- 1Connect Clientary and Telegram once in the Notis portal.
- 2Create an automation in Automations, or tell Notis what proposal outcome you want in plain language.
- 3In one instruction, ask Notis to find the relevant available proposal document in Clientary and send it to the chosen Telegram chat.
- 4Pick a webhook as the trigger and choose where run reports should go.
- 5Test with one real proposal and confirm the document arrives in Telegram.
Questions about this workflow
Can this send every proposal attachment?
It can send an available document returned by Clientary when your instruction identifies the proposal. Confirm the real example provides a document Notis can access.
How does the webhook start the workflow?
An HTTP request to the Notis webhook starts the automation. Your existing process must send that request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clientary to Telegram. A trigger fires from one place; an action lands in another.
Clientary 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.
Clientary and Telegram, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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