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Catch referrals once their details are complete

An edited message can add the missing name or contact detail to a referral. Capture the complete introduction in Capsule when it is ready.

Trigger

Message Edited

Triggered when a message in a chat your bot can see is edited by its sender.

Action

Create Capsule CRM Party

Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.

Why this helps

A referral may look too vague to act on at first, then become easy to overlook after the message is edited.

  • Capture referrals when they become actionable.
  • Avoid following up from incomplete information.
  • Keep introductions ready for a later sales block.

Setup

Build it in a few focused steps.

  • 1Connect Telegram and Capsule CRM to Notis once through the portal.
  • 2Create an automation prompt that asks Notis to create a party from an edited message only when it contains complete referral details.
  • 3Select Telegram Message Edited and choose a report channel.
  • 4Test with a real or safe sample referral edit, then check the Capsule party.

Questions about this workflow

Will it create a party from the original incomplete version?

The trigger runs on edits; make the prompt require complete identifying details before creating a party.

Can I preserve the referral context?

Ask Notis to retain relevant context when it creates the party, within the information the Capsule action supports.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Telegram to Capsule crm. A trigger fires from one place; an action lands in another.

Telegram triggers

Capsule crm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Capsule CRM Party

Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Party

Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.

ActionInstant

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.

TriggerInstant

List Deleted Opportunities

Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.

ActionInstant

New Channel Post

Triggered when a new post is published to a channel where your bot is an administrator.

TriggerInstant

List deleted parties

Tool to retrieve parties deleted since a given date. use when you need to sync deletions.

ActionInstant

Callback Query Received

Triggered when a user taps an inline keyboard button attached to one of your bot's messages.

TriggerInstant

List Entries By Date

Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.

ActionInstant

Message Edited

Triggered when a message in a chat your bot can see is edited by its sender.

TriggerInstant

List Organisation Employees

Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.

ActionInstant

New Chat Member

Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.

TriggerInstant

List Parties

Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.

ActionInstant

List Projects

Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.

ActionInstant

Connect any two apps with Notis in the middle.

Telegram and Capsule crm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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