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Notis

Move a small prospect batch into the pipeline

A teammate can share a focused batch of prospects in Telegram and let Notis record up to five as AgencyZoom leads.

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

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.

Why this helps

A small backlog of qualified prospects can feel tedious enough to postpone, increasing the chance of forgotten follow-up.

  • Clear a small intake backlog in fewer repetitive steps.
  • Keep qualified prospects visible for follow-up.
  • Use one consistent pipeline intake instruction.

Setup

Build it in a few focused steps.

  • 1Connect Telegram and AgencyZoom to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis conversationally.
  • 3Write one prompt asking Notis to batch-create up to five clearly qualified leads from a Telegram list when the required AgencyZoom pipeline, stage, source, and assignee references are valid.
  • 4Select Telegram New Message Received as the trigger and choose a run-report channel.
  • 5Test with a genuine small batch and review the resulting lead records.

Questions about this workflow

How many leads can be created at once?

The action supports up to five leads in one batch.

What if a required pipeline value is unavailable?

The referenced pipeline, user, and other required entities must already exist. Instruct Notis to request missing information or skip the batch.

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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