Create a Clientary client from a Telegram handoff
When a new relationship is ready to begin, let a clear Telegram handoff create the Clientary record that anchors the work.
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 new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Why this helps
After agreeing to work together, setup details can linger in chat while project admin waits.
- Start client setup while the details are available.
- Keep account administration in Clientary.
- Reduce repeated typing after a sales conversation.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Clientary to Notis once through the portal.
- 2Create an automation in the portal or ask Notis directly.
- 3Instruct Notis to create a Clientary client only when a Telegram message confirms a new engagement and includes the needed account details.
- 4Select the new-message trigger and choose a run-report channel.
- 5Test with one real, confirmed onboarding message.
Questions about this workflow
Should casual inquiries create client records?
No. Tell Notis to create a client only after a clear confirmation, so early prospects can remain leads.
Can I trigger this from a group chat?
Yes, if the bot can receive messages there. Telegram group privacy settings may need to allow the bot to receive every message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Clientary. A trigger fires from one place; an action lands in another.
Telegram triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
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.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
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 Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Telegram and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.