Pull Close notes into your Telegram prep
Before a sales conversation, ask for a lead's Close notes in Telegram and bring recorded context back into view.
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 Notes
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
Why this helps
Searching across CRM records to prepare for a call can interrupt the work you are already doing.
- Reduce app switching while preparing for a prospect conversation.
- Bring recorded lead context into your current chat.
- Spend less time searching for notes you have already captured.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Close to Notis once through the portal.
- 2Create an automation in Automations -> New Automation or ask Notis to build it.
- 3Write one prompt asking Notis to retrieve Close notes when you request notes for a clearly identified lead in Telegram and return the relevant results in the run report channel.
- 4Choose Telegram New Message Received as the trigger and select a channel for run reports.
- 5Test with one real request for a lead whose notes you can verify in Close.
Questions about this workflow
Can it find notes if I do not identify the lead?
Include a clear lead name or other identifying context in your request so the notes lookup can be focused.
Does this create or edit notes?
No. This workflow retrieves matching Close notes using the available Get Notes action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Close. A trigger fires from one place; an action lands in another.
Telegram triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.
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 Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Create Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Delete Call
This tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Get Notes
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
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 Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Close.