Keep client call takeaways with the relationship
Send a quick recap to Telegram after a call and let Notis save it as an Attio note on the matching client record.
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 Note
This tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires parameters such as parent object, parent record id, title, and content, with an optional created at timestamp.
Why this helps
Call details often land in a chat message and disappear before they make it into the CRM.
- Preserve useful call context while it is fresh.
- Keep the recap with the matching person or company.
- Avoid reopening chat to reconstruct what was discussed.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Attio to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally to save Telegram call recaps as Attio notes on the matching record.
- 3Select Telegram New Message Received as the trigger and choose where run reports should be sent.
- 4Test with a real client recap and check the note on the matching Attio record.
Questions about this workflow
What should I include in the Telegram recap?
Mention the client or company and write the decisions, questions, or next steps you want preserved.
Where does the note go?
Notis uses your instruction and the message context to identify the relevant Attio record and attach a note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Attio. A trigger fires from one place; an action lands in another.
Telegram triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
This tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires parameters such as parent object, parent record id, title, and content, with an optional created at timestamp.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Record
This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.
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.
Delete Note
This tool allows users to delete a specific note in attio by its id. it is implemented via delete https://api.attio.com/v2/notes/{note id} and handles note deletion by validating the provided note id. it complements attio create note functionality, providing complete note management capabilities within the attio platform.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Delete Record
This tool allows you to delete a record from attio permanently. the deletion is irreversible, and the data will eventually be removed from the system.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Find Record
This tool allows users to find a record in attio by either its unique id or by searching using unique attributes. it provides two methods: one for directly retrieving a record by its id with the get /v2/objects/{object}/records/{record id} endpoint, and another for searching by attributes using the post /v2/objects/{object}/records/query endpoint.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Get Object Details
This tool retrieves detailed information about a specific object type in attio, including all its attributes and their properties. this is useful for understanding what fields are available when creating or updating records of this type.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
List Lists
This tool retrieves all lists available in the attio workspace. the lists are returned sorted as they appear in the sidebar. this tool is essential for managing and navigating lists, and is a prerequisite for many list-related operations. it requires the list configuration:read permission scope.
List Notes
This tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).
Connect any two apps with Notis in the middle.
Telegram and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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