Make important CRM updates easier to acknowledge
When a note matters to the team, a quick poll helps confirm who has seen it.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Send Poll
Send a native poll to a telegram chat using the bot api.
Why this helps
Important notes can sit unread while teammates assume someone else has already handled the update.
- Make a team response easy to give.
- Reduce ambiguity about whether an update was noticed.
- Keep acknowledgment in the relevant chat.
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 desired result to Notis conversationally.
- 3Write one instruction asking Notis to start a Telegram poll when a new Pipedrive note is added, with acknowledgment options.
- 4Choose the Pipedrive New Note Received trigger and select a channel for run reports.
- 5Test with a real note and confirm the poll is appropriate for the team.
Questions about this workflow
Can every note create a poll?
The selected trigger runs on new notes. Describe in the prompt what kinds of notes should be treated as important.
Where does the poll appear?
The automation sends it to the Telegram chat described by the connected setup and prompt.
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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