Turn relevant Telegram channel posts into ERPNext Leads
Keep useful opportunities from slipping by in announcement channels by capturing them for sales review.
Trigger
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
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
Time-sensitive business opportunities posted to a channel can be missed when you do not monitor that channel continuously.
- Capture relevant channel opportunities as ERPNext Leads.
- Keep opportunity details together for later evaluation.
- Reduce the need to monitor every channel post manually.
Setup
Build it in a few focused steps.
- 1Connect Telegram and ERPNext to Notis once through the portal, and make the bot an administrator of the channel.
- 2Create an automation in the portal or ask Notis to capture relevant channel opportunities.
- 3Describe in one prompt which posts should become ERPNext Leads.
- 4Choose New Channel Post as the trigger and a channel for run reports.
- 5Test with a suitable channel post and review the Lead in ERPNext.
Questions about this workflow
What channel access is needed?
The Telegram bot must be an administrator of the channel where the post is published.
Should every channel post become a Lead?
No. Use the prompt to describe which posts represent a relevant business opportunity.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
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.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
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.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Create Timesheet
Tool to create a new Timesheet record in ERPNext. Use when you need to log time entries for employees or projects.
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 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.
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.
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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