Make monthly pipeline reviews easier to start
A recurring review can label the Leads you need to revisit, so the next sales check-in starts with a clear list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Sales records can go untouched when there is no recurring prompt to review what is still active or waiting for a response.
- Make selected Leads easier to find at review time.
- Create a recurring cue to revisit open sales work.
- Spend less time assembling a pipeline review list.
Setup
Build it in a few focused steps.
- 1Connect ERPNext to Notis once through the portal.
- 2Create an automation in the portal or ask Notis for a recurring pipeline review marker.
- 3Describe in one prompt which ERPNext Leads should receive the review tag.
- 4Choose a monthly Notis schedule and a channel for run reports.
- 5Run a test and confirm the intended Leads receive the tag.
Questions about this workflow
Does this automatically decide which Leads are qualified?
No. Describe the records to tag for review; the tag is a cue for your own pipeline check.
Can I avoid tagging the same record repeatedly?
Ask Notis to check whether the tag is already present before adding it, and verify the behavior in a test run.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Erpnext.