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Notis

Notice new organizations without another CRM check

A brief Telegram heads-up gives you a natural point to decide when to review a new account.

Trigger

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

Action

Send Message

Send a text message to a telegram chat using the bot api.

Why this helps

New organization records can be easy to miss when CRM maintenance happens in the background.

  • See new account records in a familiar chat.
  • Keep monitoring lightweight between work blocks.
  • Review the organization when it fits your schedule.

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 what result you want conversationally.
  • 3Use one instruction asking Notis to send a concise Telegram message when a Pipedrive organization is created.
  • 4Select the Pipedrive New Organization Received trigger and choose a channel for run reports.
  • 5Test with one real organization and confirm the update is clear.

Questions about this workflow

What record type starts this automation?

It starts when a new organization is created in Pipedrive.

Can I request a compact message?

Yes. Ask for a concise update in the 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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Message

Delete a message, including service messages, with certain limitations.

ActionInstant

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

Edit Message

Edit text messages sent by the bot.

ActionInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

TriggerInstant

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.

ActionInstant

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

Forward Message

Forward messages of any kind. service messages can't be forwarded.

ActionInstant

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.).

ActionInstant

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.

ActionInstant

Get Chat History

Get chat history messages. note: this uses the getupdates method with specific parameters to retrieve historical messages.

ActionInstant

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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