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Notis

Carry proposal acceptance into document setup

When a customer taps the acceptance button, Notis can create the engagement folder so the next work has an obvious place to land.

Trigger

Callback Query Received

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

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

A proposal acceptance can quickly become a flurry of work, and small administrative setup steps are easy to drop.

  • Starts folder organization from a deliberate acceptance.
  • Provides a named home for the engagement's documents.
  • Reduces reliance on remembering follow-up setup during a busy handoff.

Setup

Build it in a few focused steps.

  • 1Connect both services to Notis once in the portal.
  • 2Create this automation there, or ask Notis in plain language.
  • 3Tell Notis to create a Docupilot folder when the designated Telegram proposal-acceptance button is tapped, using the proposal or client name when clear.
  • 4Choose Callback Query Received and select where Notis should report runs.
  • 5Test one real acceptance tap and check the resulting folder.

Questions about this workflow

What if the acceptance button contains no client name?

Have the prompt use an available label or ask for clarification before creating a folder.

Will this send or generate a proposal?

No. Its action is limited to creating a folder after acceptance.

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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