Keep renewal follow-up from slipping past
When a renewal or decision date comes up in Telegram, let Notis make the next step visible in Close.
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 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
Renewal timing discussed in passing can be hard to track across customer chats and other deadlines.
- Keep customer decision timing visible.
- Make the next renewal action easier to remember.
- Retain the conversation context in your sales workflow.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Close to Notis once in the portal.
- 2Start an automation by asking Notis or opening Automations -> New Automation.
- 3Write one prompt to create a Close task when a Telegram message states a renewal conversation or customer decision date requiring follow-up.
- 4Select Telegram New Message Received as the trigger and choose a channel for run reports.
- 5Test with one real renewal message and check the timing captured in Close.
Questions about this workflow
Does mentioning a renewal create a task?
Focus the prompt on a renewal or decision date that needs an action, not a general mention.
Will Notis decide the right renewal strategy?
No. The task keeps the timing visible so you can decide how to proceed.
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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