Give commercial inquiries a dependable home
When a business owner asks about coverage in Telegram, Notis can record the inquiry as a business lead in AgencyZoom for a smoother handoff.
Trigger
New Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
Action
Create business lead
Creates or updates a business lead in agencyzoom using detailed personal and company information, for b2b sales and marketing lead management.
Why this helps
Commercial prospect details often arrive in fragments across messages, making it hard to remember what to enter later.
- Keep commercial inquiries out of the mental inbox.
- Make business prospect intake easier to repeat.
- Help the team follow up from the AgencyZoom record.
Setup
Build it in a few focused steps.
- 1Connect Telegram and AgencyZoom to Notis once through the portal.
- 2Create a new automation in Automations or tell Notis the outcome in plain language.
- 3Ask Notis to create or update an AgencyZoom business lead when a Telegram message clearly describes a commercial insurance inquiry.
- 4Choose Telegram New Message Received as the trigger and select a channel for run reports.
- 5Test with one genuine business inquiry and review the resulting record.
Questions about this workflow
What counts as a business inquiry?
Describe the signals in the automation prompt, such as a message asking about insurance for a company or organization.
Does this replace AgencyZoom setup?
No. The AgencyZoom integration must be connected, and referenced CRM entities need to exist for the action to succeed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Agencyzoom. A trigger fires from one place; an action lands in another.
Telegram triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
New Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
Batch create leads
Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Batch delete tasks
Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Change lead status
Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
Create a driver for an opportunity
Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.
Connect any two apps with Notis in the middle.
Telegram and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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