Get Bidsketch client details in Telegram
Pull up the record you need in the same chat where the question came up.
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 Client
Tool to get a client by id. use when you need detailed client info after obtaining its id.
Why this helps
Remembering where client information lives can add friction when you are trying to respond quickly.
- Retrieve relevant client details from a simple chat request.
- Avoid unnecessary app switching during client conversations.
- Return the record details in context for a quicker next step.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Bidsketch to Notis once through the portal.
- 2Create the automation in the portal or ask Notis to handle client lookups.
- 3Write one instruction asking Notis to find the clearly identified client and return the relevant record details in Telegram.
- 4Select Telegram New Message Received and choose a channel for run reports.
- 5Test with a known client and verify the returned details.
Questions about this workflow
Can I search by company or client name?
Tell Notis which identifier to use in the plain-language instruction, and provide that identifier in your Telegram request.
Does it change client information?
No. This workflow reads the client record and returns its details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Bidsketch. A trigger fires from one place; an action lands in another.
Telegram triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
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 Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Telegram and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Bidsketch.