Send Automatic Qualification Checklist to New Contacts
New contacts don't know if they're a good fit for your offer. Notis automatically sends them a qualification checklist document via Telegram, so they can self-assess fit early and you avoid wasting time on poor matches.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Send Document
Send general files (documents) to a telegram chat using the bot api.
Why this helps
You spend time on unqualified leads because there's no filter. Contacts think they fit when they don't. Asking qualification questions feels awkward and repetitive. A clear criteria document would let people self-select and save everyone time.
- Contacts self-qualify early, saving time
- Clear criteria set expectations upfront
- Reduce conversations with poor-fit prospects
- Professional, clear qualification process
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Telegram to Notis and prepare your qualification criteria document.
- 2Create an automation: 'When a new contact is added to HubSpot, send them our qualification checklist so they know our partnership criteria.'
- 3Ensure your document lists clear criteria (budget, team size, use case, timeline, etc.).
- 4Select 'Contact Created' as the trigger and send to a general notifications channel.
- 5Test with a new contact and confirm the qualification document arrives and is clear.
Questions about this workflow
Should I make the document intimidating to discourage poor fits?
No. Keep it welcoming and educational. The goal is transparency, not gatekeeping. Good fits will see themselves clearly.
Can I include the link to an application or next step in the document?
Yes. Include a link or instruction like 'If these criteria match, reply to this message and I'll send you the next step.'
What if someone doesn't meet the criteria but has potential?
You can still reach out. The criteria document is a filter, not a wall. It just sets expectations and prevents misalignment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Telegram. A trigger fires from one place; an action lands in another.
Hubspot triggers
Telegram actions
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Not just Hubspot and Telegram. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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