Make group onboarding easier to follow through
A new Telegram group member can trigger a reminder task in AgencyZoom for the team to complete the appropriate welcome or intake step.
Trigger
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Action
Create task post endpoint
Creates a new task in agencyzoom; ensure `assigneeid`, `customerid`, or `leadid` are valid existing entities if provided, and use `contactemail`, `customerid`, or `leadid` to link the task to a contact.
Why this helps
A group welcome may happen immediately while the related customer onboarding task is easy to forget later.
- Make group onboarding follow-through visible.
- Reduce reliance on remembering who joined.
- Give the team a clear task to complete the next step.
Setup
Build it in a few focused steps.
- 1Connect Telegram and AgencyZoom to Notis once.
- 2Create an automation in Automations or tell Notis what to do when a member joins.
- 3Use one prompt asking Notis to create an AgencyZoom onboarding task for new members of the designated client group, linking an existing customer or lead when identifiable.
- 4Select Telegram New Chat Member as the trigger and choose where run reports should appear.
- 5Test with an appropriate group and confirm the task is linked or clearly described.
Questions about this workflow
Does this automatically create a customer record?
No. This workflow creates a task; it can link to an existing customer or lead when Notis can identify one.
Will it run when the bot joins a group?
The trigger includes the bot itself being added. Tell Notis to ignore that event if it is not a client onboarding case.
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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