See overdue Close follow-ups in Telegram
Have Notis check the Close details you use to track follow-up timing and send a short list of items that may be overdue.
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
A follow-up date buried among sales records can pass unnoticed while you are focused on other work.
- Surface follow-ups that appear past their stated date.
- Keep the review in Telegram instead of repeatedly checking Close.
- Flag records with missing dates for manual review.
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 review Close follow-up dates and activity, report only items that appear overdue, and flag unclear records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real record that has a follow-up date.
Questions about this workflow
Can this tell whether a follow-up is truly overdue?
Only if the relevant date or status is available in the Close data Notis can access. Ask it to flag uncertainty.
Does the automation change Close records?
No. The Telegram message is a review list; it does not update Close.
Can I choose the review window?
Yes. Include the window and criteria you want in the automation instruction.
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.
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.
Close and Telegram, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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