Bring new opportunities into the right team conversation
Keep the team's existing guidance or update close to a newly created opportunity.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Forward Message
Forward messages of any kind. service messages can't be forwarded.
Why this helps
Manually carrying useful updates between a CRM and the team chat takes attention away from customer work.
- Bring relevant existing chat context into the team's view.
- Reduce manual message forwarding work.
- Help the team respond with shared context.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Telegram to Notis once through the portal.
- 2Create an automation in the portal or describe the outcome to Notis in plain language.
- 3Write one instruction asking Notis to forward a relevant existing Telegram message to the team chat when a new Pipedrive deal arrives.
- 4Select the Pipedrive New Deal Received trigger and choose a channel for run reports.
- 5Test with a real deal and verify that the intended message is forwarded.
Questions about this workflow
Does this create a new message?
This workflow uses Telegram's Forward Message action to forward an existing message.
What starts it?
A new Pipedrive deal starts the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Telegram. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Edit Message
Edit text messages sent by the bot.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Telegram, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Telegram.