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Turn a Telegram follow-up tap into a Close task

A button tap can be an easy way for someone to ask for follow-up. Keep that request visible in Close without manually copying it.

Trigger

Callback Query Received

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

Action

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.

Why this helps

Requests made with quick replies can be overlooked when they are not recorded alongside other sales work.

  • Capture an explicit follow-up request from a button tap.
  • Keep the request visible alongside sales tasks.
  • Reduce the steps between a response and your next action.

Setup

Build it in a few focused steps.

  • 1Connect Telegram and Close to Notis once in the portal.
  • 2Create a new automation in the portal or ask Notis in plain language.
  • 3Use one prompt asking Notis to create a Close task when a Telegram inline button tap indicates a prospect wants contact, retaining the button and chat context available.
  • 4Choose Telegram Callback Query Received as the trigger and select a channel for run reports.
  • 5Test with one real button tap and review the task in Close.

Questions about this workflow

Does any button tap create a follow-up task?

The prompt should specify which button response means the person wants contact.

Can the task identify the prospect?

The automation can use the context available with the callback. Test the button flow and check whether the Close task provides enough context.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

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

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.

ActionInstant

New Channel Post

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

TriggerInstant

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.

ActionInstant

Callback Query Received

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

TriggerInstant

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.

ActionInstant

Message Edited

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

TriggerInstant

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.

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

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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