Keep referrals from slipping through Telegram
When someone shares a referral with enough detail to identify them, Notis can add that contact to Capsule for your next follow-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
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
Warm referrals can be forgotten when an introduction arrives in a chat that is not part of the usual sales routine.
- Give referred contacts a home in your CRM.
- Make warm introductions easier to find after the chat moves on.
- Spend less time reconstructing who referred whom.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Capsule CRM to Notis once through the portal.
- 2Create an automation in the portal with a plain-language instruction to create a Capsule party from complete referral details in Telegram.
- 3Pick Telegram New Message Received and choose where Notis should report runs.
- 4Share one real referral message and verify the contact was created accurately.
Questions about this workflow
Can the prompt distinguish referrals from general mentions?
Yes. State that Notis should create a party only when the message identifies a referral and includes enough contact details.
Can it record why the person was referred?
Ask Notis to include relevant referral context when creating the party, if supported by the available Capsule action.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
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.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
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.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
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.
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
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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