Keep organizations from important Telegram conversations in your CRM
When a business reaches out over Telegram, Notis can create a Dynamics 365 account so the organization has a clear record.
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 Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Company information can be scattered across chats, making it hard to connect future conversations to the right organization.
- Gives a relevant organization a dedicated account record.
- Helps connect later conversations to the right company.
- Reduces manual entry after an inbound enquiry.
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 account when a Telegram message identifies a business relevant to your work.
- 3Select Telegram's New Message Received trigger and choose a channel for run reports.
- 4Test with one real enquiry that names an organization and review the account.
Questions about this workflow
When should a company account be created?
Describe in the prompt what makes an organization worth tracking, such as an inbound business enquiry.
Does this also create a contact?
This workflow creates an account. Use the Create Contact action in a separate workflow when you also want an individual contact record.
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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