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Notis

Check for an existing client folder at onboarding

When onboarding is confirmed in Telegram, a folder inventory can show whether the client's document home is already there.

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

List all folders

Tool to list all folders. use after authentication to fetch available workspace folders.

Why this helps

Checking for an existing client folder takes attention away from the actual onboarding work and can lead to duplicates.

  • Surfaces the available folder list at a useful moment.
  • Helps identify a likely existing client folder before creating another.
  • Reduces manual searching between chat and document tools.

Setup

Build it in a few focused steps.

  • 1Connect Telegram and Docupilot to Notis once.
  • 2Create the automation in the portal or ask Notis conversationally.
  • 3Give Notis one instruction to list Docupilot folders when a Telegram message confirms client onboarding and report any likely matching folder.
  • 4Select New Message Received and choose where run reports should go.
  • 5Test with a real onboarding confirmation and review the reported folder list.

Questions about this workflow

Does the workflow create the client folder?

No. It lists folders so you can check what is already available.

Can it guarantee a match?

The result depends on available names and folder information; review the reported match if uncertain.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Telegram to Docupilot. A trigger fires from one place; an action lands in another.

Telegram triggers

Docupilot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Docupilot Folder

Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Docupilot Folder

Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.

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

List all folders

Tool to list all folders. use after authentication to fetch available workspace folders.

ActionInstant

New Channel Post

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

TriggerInstant

Get Authenticated User

Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.

ActionInstant

Callback Query Received

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

TriggerInstant

Message Edited

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

TriggerInstant

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 Docupilot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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