Prepare for a Close sales call with a focused brief
Pass the lead context you have to a Notis webhook and get a Telegram note that helps you enter the call prepared.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Message
Send a text message to a telegram chat using the bot api.
Why this helps
Before a call, useful lead context is scattered across records and easy to forget when switching tasks.
- Review supplied lead details in one place.
- Highlight open questions rather than guessing at answers.
- Reduce context switching before a sales conversation.
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 turn the supplied Close lead context into a call prep brief with key details and open questions.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead payload before using it for a call.
Questions about this workflow
Does this automatically fetch the lead when I start a call?
No. The webhook request needs to supply the lead context for Notis to summarize.
Can the brief include conversation history?
Include relevant history in the payload or ask Notis to use only the Close details it can access.
Will it create a meeting or call record?
No. This workflow sends a prep message to Telegram.
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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