Prepare client paperwork after an intake confirmation
A client taps a confirmation button and Notis prepares the next document from the context already collected in the conversation.
Trigger
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Action
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Why this helps
Repeatedly assembling onboarding material after each confirmation creates avoidable admin work.
- Move onboarding forward promptly after a client responds.
- Use a consistent packet for every new engagement.
- Keep intake context connected to the next administrative step.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Docugenerate to Notis once in the portal.
- 2Create an automation conversationally or from the portal's Automations page.
- 3Write one plain-language instruction asking Notis to generate the appropriate intake packet from the conversation context when the client taps the agreed confirmation button.
- 4Select Telegram Callback Query Received as the trigger and choose where run reports should be sent.
- 5Test with one real confirmation and review the packet for client-specific accuracy.
Questions about this workflow
Do I need a bot message with an inline button?
Yes. Callback Query Received fires when a user taps an inline keyboard button attached to one of your bot's messages.
Can the packet differ by service?
Tell Notis in the prompt which service context to use and which Docugenerate template corresponds to the requested packet.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Docugenerate. A trigger fires from one place; an action lands in another.
Telegram triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
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.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
Telegram and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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