Give each new client a clear paperwork home
When you confirm onboarding in Telegram, Notis can create the client's Docupilot folder to give paperwork a predictable place.
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 Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Why this helps
Client onboarding often starts in chat, while the paperwork destination is easy to forget amid competing priorities.
- Creates a distinct folder when onboarding is confirmed.
- Keeps client paperwork separate from internal project materials.
- Cuts down on repeated decisions about where to store documents.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Docupilot to Notis once in the portal.
- 2Create this automation in the portal, or ask Notis conversationally.
- 3Tell Notis to create a Docupilot folder only when a Telegram message confirms a new client onboarding, using the client name when clear.
- 4Choose New Message Received as the trigger and a run-report channel.
- 5Test with a real onboarding confirmation and inspect the resulting folder.
Questions about this workflow
Can it distinguish an inquiry from confirmed onboarding?
Yes, state clearly in the instruction that a folder is created only after onboarding is confirmed.
Does it create client documents too?
No. This workflow uses the provided folder-creation action to create a folder.
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.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
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.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
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 Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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