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Move ERPNext approvals forward from Telegram

Respond to an approval prompt from Telegram and let Notis apply the matching action to the ERPNext document.

Trigger

Callback Query Received

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

Action

Apply Workflow

Tool to apply a workflow action to a document in ERPNext/Frappe. Use when you need to transition a document through workflow states (e.g., approve, reject, submit). The document must have a workflow configured for its doctype.

Why this helps

Approval requests can sit idle when opening another system and finding the right record adds friction to a quick decision.

  • Act on a decision from the Telegram approval prompt.
  • Reduce navigation between chat and ERPNext for a simple workflow step.
  • Keep configured ERPNext workflow states moving.

Setup

Build it in a few focused steps.

  • 1Connect Telegram and ERPNext to Notis once through the portal.
  • 2Create an automation in the portal or ask Notis to handle ERPNext approval responses.
  • 3Describe in one prompt which button response maps to an available ERPNext workflow action and document.
  • 4Select Callback Query Received and choose a run-report channel.
  • 5Test with a non-critical document that has the intended workflow configured.

Questions about this workflow

Does this work with any ERPNext document?

The document must have a workflow configured and the selected action must be available to the authenticated user.

Does pressing a button always approve?

The prompt should define the intended response. Notis can apply an available workflow action when the matching callback is received.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Telegram triggers

Erpnext actions

Recurring trigger

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

TriggerScheduled

Add Comment

Tool to add a comment to a document in ERPNext/Frappe. Use when you need to add comments or notes to any document type like ToDo, Issue, Task, or custom DocTypes.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Tag

Tool to add a tag to a document in ERPNext. Use when you need to categorize or label documents for organization and filtering purposes.

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

Apply Workflow

Tool to apply a workflow action to a document in ERPNext/Frappe. Use when you need to transition a document through workflow states (e.g., approve, reject, submit). The document must have a workflow configured for its doctype.

ActionInstant

New Channel Post

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

TriggerInstant

Cancel Document

Cancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled. Use for submittable DocTypes when you need to reverse or cancel a submitted transaction. Document must be in Submitted state (docstatus=1) before cancellation.

ActionInstant

Callback Query Received

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

TriggerInstant

Create Document

Tool to create a new document of a specific DocType in ERPNext. Use when you need to create records like ToDo, Customer, Lead, Sales Invoice, etc. The document data should include all required fields for the specific DocType. Standard fields like creation, modified, and owner are automatically set by ERPNext.

ActionInstant

Message Edited

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

TriggerInstant

Create Timesheet

Tool to create a new Timesheet record in ERPNext. Use when you need to log time entries for employees or projects.

ActionInstant

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

Create Webhook

Tool to create a new webhook configuration in ERPNext. Use when you need to set up automated callbacks for DocType events like creation, updates, or submissions.

ActionInstant

Delete Document

Tool to delete a document using the Frappe client API. Use when you need to remove a specific document by its doctype and name.

ActionInstant

Connect any two apps with Notis in the middle.

Telegram and Erpnext, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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