Save Telegram referrals as Bidsketch clients
Keep new business details moving from chat into your proposal workspace, without stopping to re-enter them later.
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 Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
A useful referral can disappear beneath newer Telegram messages before you have created a client record.
- Capture prospective client details while the conversation is fresh.
- Reduce copy-and-paste work between Telegram and Bidsketch.
- Keep referral follow-up attached to a client record.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Bidsketch to Notis once through the portal.
- 2Create an automation in the portal or tell Notis what you want in plain language.
- 3In one instruction, ask Notis to recognize referral messages and create a Bidsketch client from the available details.
- 4Choose Telegram New Message Received as the trigger and select a channel for run reports.
- 5Test with one real referral message and review the client record.
Questions about this workflow
What should the Telegram message include?
Include the prospect details you have, such as their name and company, and say clearly that it is a referral or new client lead.
Will it invent missing client details?
The instruction should tell Notis to use only details present in the message and leave unknown information blank or ask you to clarify.
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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