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Make a lead handoff with the right Telegram chat details

Have Notis check current Telegram chat information and available Close lead context, then share a concise handoff summary in Telegram.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

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.).

Why this helps

A handoff can stall when you need to confirm who is in the Telegram conversation and reconstruct the lead context.

  • Check current chat details before sharing context.
  • Bring available lead information into a concise handoff.
  • Avoid relying on an outdated chat name or username.

Setup

Build it in a few focused steps.

  • 1Connect Close and Telegram once in the Notis portal.
  • 2Create an automation in Automations, New Automation.
  • 3In one instruction, ask Notis to check the specified Telegram chat information, summarize the supplied or available Close lead context, and send a handoff note.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real chat and lead, and verify the intended recipient.

Questions about this workflow

Can this find the right chat automatically?

Provide the chat reference or identification criteria in your instruction. The workflow should flag ambiguity for review.

What does Telegram chat info provide?

The action can retrieve available current chat details such as its name or username.

Does this add people to the chat?

No. It checks chat information and sends a handoff note to the specified chat.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Close 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.

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

When this happens · Trigger

Do this · Action

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