Send Automatic Next Steps Documents at Each Deal Stage
Your sales process has stages, and each stage needs different documentation. When a deal moves in HubSpot, Notis automatically sends the relevant next-steps document to your team via Telegram, so everyone knows exactly what to do without confusion or meetings.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Send Document
Send general files (documents) to a telegram chat using the bot api.
Why this helps
Each deal stage requires different actions: discovery, proposal, negotiation, contract. Your team either guesses what to do next or you manually explain each step repeatedly. Different team members interpret stages differently, leading to misaligned effort.
- Every stage automatically includes clear next steps
- Team members know exactly what to do without asking
- Consistent process across all deals
- Reduce decision fatigue and meetings
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Telegram to Notis and prepare your stage-specific documents.
- 2Create an automation: 'When a deal moves to each stage in HubSpot, send the corresponding next-steps document via Telegram.'
- 3Map out your documents: 'Discovery stage gets discovery checklist, Proposal stage gets proposal template, Contract stage gets legal doc review guide, etc.'
- 4Select 'Deal Stage Updated' as the trigger and your team Telegram channel.
- 5Test by moving a deal through multiple stages and confirming each stage-specific document arrives.
Questions about this workflow
What if we don't have documents for every stage yet?
Start with critical stages (proposal, contract) and build out the rest over time. Notis can skip stages that don't have docs.
Can the documents include deal-specific details?
Yes. Notis can personalize documents with customer name, deal amount, or timeline extracted from HubSpot.
How do we update documents without recreating the automation?
Update your document URLs or references and Notis uses the latest version automatically on the next deal stage change.
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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