Review recent chat context alongside CRM notes
A note can prompt a quick check of recent Telegram updates for related conversation context.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Get Updates
Use this method to receive incoming updates using long polling. an array of update objects is returned.
Why this helps
Reviewing CRM notes without recent chat context can leave you reconstructing what happened across tools.
- Make recent Telegram context easier to consult.
- Reduce the need to search chats manually.
- Support a more complete review of new notes.
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 tell Notis your desired result conversationally.
- 3Ask in one prompt for Notis to retrieve relevant recent Telegram updates when a new Pipedrive note is added.
- 4Choose the Pipedrive New Note Received trigger and select a channel for run reports.
- 5Test with one real note and confirm the retrieved updates are relevant.
Questions about this workflow
What Telegram operation does this use?
It uses Get Updates to retrieve incoming Telegram updates.
Will it always find related chat context?
Only when relevant updates are available through the connected Telegram setup.
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
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