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Notis

Give channel sourced prospects a clear next step

When a Telegram channel interaction reaches the bot as a new message, Notis can capture the qualified prospect in AgencyZoom.

Trigger

New Channel Post

Triggered when a new post is published to a channel where your bot is an administrator.

Action

Create lead

Creates a new lead or updates an existing one in agencyzoom; ensure `pipelineid`, `stageid`, `leadsourceid`, and `assignto` reference valid, existing entities.

Why this helps

Inquiries from community or announcement channels can be separated from the normal intake path and missed.

  • Give channel sourced prospects consistent CRM follow-up.
  • Reduce manual copying from public-facing conversations.
  • Keep intake work in the same sales system.

Setup

Build it in a few focused steps.

  • 1Connect Telegram and AgencyZoom to Notis once in the portal.
  • 2Create an automation in Automations or ask Notis to build it from a plain-language request.
  • 3Prompt Notis to create or update AgencyZoom leads only for qualified inquiries that arrive through the Telegram channel interaction the bot receives.
  • 4Select Telegram New Channel Post as the trigger and choose a channel for run reports.
  • 5Test with an actual eligible channel post and confirm Notis receives the intended event.

Questions about this workflow

Does a channel post include replies from readers?

The trigger is for new posts published to a channel where the bot is an administrator. Confirm the event payload suits your intake before relying on it for reader responses.

Can the workflow ignore ordinary announcements?

Yes. Describe the prospect signals Notis should look for in the plain-language prompt.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

Batch create contacts

Creates 1 to 5 new contacts in agencyzoom in a single batch api call.

ActionInstant

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.

TriggerInstant

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.

ActionInstant

New Channel Post

Triggered when a new post is published to a channel where your bot is an administrator.

TriggerInstant

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.

ActionInstant

Callback Query Received

Triggered when a user taps an inline keyboard button attached to one of your bot's messages.

TriggerInstant

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.

ActionInstant

Message Edited

Triggered when a message in a chat your bot can see is edited by its sender.

TriggerInstant

Mark task as completed

Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.

ActionInstant

New Chat Member

Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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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