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Get a clear daily view of Close sales activity

Ask Notis to turn recent Close activity into a short Telegram brief that helps you decide where to focus.

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

Starting the day by opening records one at a time makes it harder to see which sales conversations need focus.

  • See recent activity in one short message.
  • Spot conversations that may need a next step.
  • Keep the summary focused on the period and criteria you specify.

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 summarize recent Close sales activity and identify leads that may need a next step.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real reporting period and refine the summary instruction.

Questions about this workflow

What counts as recent activity?

Specify the reporting period in your instruction. Notis can summarize only the activity available in Close.

Will the brief rank every lead?

Ask for a ranking only if the data you want to use is available, and define the criteria in your instruction.

Can I use it as a team report?

You can direct the message to an appropriate Telegram chat that the bot can access.

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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