Get an EspoCRM configuration reference from Telegram
Keep a useful EspoCRM setup lookup one tap away in a Telegram message.
Trigger
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Action
Get Metadata
Tool to retrieve metadata information from espocrm. use when you need to discover system configuration, user details, acl, and translations right after authentication.
Why this helps
Looking up CRM configuration can interrupt a task and send you searching through another interface.
- Retrieve EspoCRM metadata in response to a deliberate button tap.
- Get configuration and access information in the chat you already use.
- Make repeat setup lookups easier to initiate.
Setup
Build it in a few focused steps.
- 1Connect Telegram and EspoCRM to Notis once through the portal.
- 2Create an automation in the portal, or ask Notis conversationally to look up EspoCRM configuration when you tap a Telegram button.
- 3Use one plain-language instruction: when I tap this Telegram button, retrieve EspoCRM metadata and summarize the relevant configuration and access details.
- 4Select Telegram's Callback Query Received trigger and choose a channel for run reports.
- 5Tap the button using one real example and check that the metadata summary answers the lookup you intended.
Questions about this workflow
What does the metadata lookup return?
The EspoCRM action retrieves metadata information such as system configuration, user details, access controls, and translations.
Will the button update EspoCRM?
No. The available action reads metadata and does not modify CRM data or settings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Espocrm. A trigger fires from one place; an action lands in another.
Telegram triggers
Espocrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get App User
Tool to retrieve current user data including token, acl, and preferences. use after successful authentication to fetch session-specific profile.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Metadata
Tool to retrieve metadata information from espocrm. use when you need to discover system configuration, user details, acl, and translations right after authentication.
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.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Connect any two apps with Notis in the middle.
Telegram and Espocrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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