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Notis

Give Telegram bot escalations a place in ERPNext

When your Telegram bot escalates a conversation to a human, create an ERPNext Issue so the handoff stays visible.

Trigger

Webhook received

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

Action

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.

Why this helps

A handoff from an automated chat can be dropped if the escalation is not visible in the system used to resolve issues.

  • Turn backend escalation requests into trackable ERPNext Issues.
  • Give human handoffs a durable place to be resolved.
  • Reduce manual copying between bot infrastructure and ERPNext.

Setup

Build it in a few focused steps.

  • 1Connect ERPNext to Notis once through the portal and identify the custom service that will send the webhook.
  • 2Create an automation in the portal or ask Notis to handle Telegram bot escalations.
  • 3Describe in one prompt how an incoming escalation should create an ERPNext Issue.
  • 4Choose an incoming webhook as the trigger and select a channel for run reports.
  • 5Send one test escalation from your backend and inspect the Issue in ERPNext.

Questions about this workflow

Does this use Telegram's built-in message trigger?

No. It starts when your external tool or custom backend sends an HTTP request to the Notis webhook.

What should send the request?

Your Telegram bot service or another backend you control can send the webhook when it detects an escalation.

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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