Turn a Telegram deal signal into an opportunity
A button tap can be a clear sign someone wants to explore a deal. Notis can turn that response into a Dynamics 365 opportunity.
Trigger
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
A lightweight response can be easy to miss if you need to remember to convert it into a sales record later.
- Turns an intentional response into a visible sales record.
- Reduces follow-up steps after a prospect interacts with a bot.
- Keeps deal signals from getting buried among routine chat activity.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Dynamics 365 to Notis once through the portal.
- 2Create an automation or tell Notis to create a Dynamics 365 opportunity when a Telegram inline button response indicates interest in discussing a deal.
- 3Select Telegram's Callback Query Received trigger and choose a channel for run reports.
- 4Test by tapping the relevant button in one real Telegram interaction and review the opportunity.
Questions about this workflow
What event does this use?
It uses Callback Query Received, which fires when a user taps an inline keyboard button attached to a bot message.
Will every button tap create an opportunity?
State in the prompt which button responses indicate genuine deal interest.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Dynamics365. A trigger fires from one place; an action lands in another.
Telegram triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
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 Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Telegram and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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