Review client paperwork without losing focus
A client question can become a paperwork detour. Ask Notis in Telegram to retrieve Boloforms documents and summarize the entries related to that client.
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 Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
Switching tools during a client conversation makes it easier to lose the thread of the conversation.
- Start a paperwork check from the conversation at hand.
- Find list entries associated with a client name.
- Keep the client thread in view while checking documents.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Boloforms to Notis once in the portal.
- 2Create an automation with one plain-language prompt to retrieve the Boloforms document list and summarize client-related entries when requested in Telegram.
- 3Select Telegram New Message Received as the trigger.
- 4Choose a channel for run reports and test with a real client paperwork request.
Questions about this workflow
Does this share client paperwork in the chat?
The action retrieves a document list. Use your prompt and reporting channel choices with care about where summaries appear.
Can it create or send client forms?
No. The listed Boloforms action only retrieves documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Boloforms. A trigger fires from one place; an action lands in another.
Telegram triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Connect any two apps with Notis in the middle.
Telegram and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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