Bring client company details into chat
Ask for a company record when you need a quick reference before a client conversation or proposal review.
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
Get Company
Tool to retrieve details of a specific company. use when you need company metadata by id.
Why this helps
Company details are easy to forget when client work is spread across tools and conversations.
- Get company details on request
- Keep client reference close to the conversation
- Spend less time navigating for basic context
Setup
Build it in a few focused steps.
- 1Connect Telegram and Better Proposals to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to retrieve company details on request.
- 3Write a single instruction explaining how to identify and summarize the requested company.
- 4Choose Telegram new message as the trigger and select the run-report channel.
- 5Test with a company you can identify in Better Proposals.
Questions about this workflow
What if I do not know the company identifier?
Ask Notis to list companies first, then use the relevant company reference where available.
Will this update company information?
No. The action retrieves company details for reference.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Better proposals. A trigger fires from one place; an action lands in another.
Telegram triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
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.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Telegram and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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