Give Telegram referrals a home in Close
Referrals often arrive in informal messages. Capture the introduction in Close so you can give it the attention it deserves.
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 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.
Why this helps
A warm introduction in chat may be hard to recover when your inbox fills up.
- Keep warm introductions with your other prospects.
- Preserve the context that makes a referral useful.
- Reduce manual CRM entry after an introduction.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Close to Notis once in the portal.
- 2Create a new automation or tell Notis what you want it to do.
- 3Use one prompt asking Notis to create a Close lead when a Telegram message introduces a specific referred prospect, using the names and business context available.
- 4Choose Telegram New Message Received as the trigger and select a channel for run reports.
- 5Test with one real referral message and review the resulting lead.
Questions about this workflow
Will any mention of another person create a lead?
Describe a referral introduction in the prompt so casual mentions do not produce unnecessary records.
What if the referrer shares limited details?
Notis can only use the information present in the message. Review the lead and add missing details when you have them.
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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