Keep client contact details current from Telegram
Capture a corrected client detail in chat and carry it to the billing record while the change is top of mind.
Trigger
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.
Action
Update Customer
Tool to update an existing customer's details. Use after confirming the customer ID to modify their information.
Why this helps
Contact corrections are easy to acknowledge in a message and forget to apply to the customer record.
- Update customer details as soon as a clear correction arrives.
- Keep billing contacts aligned with current client information.
- Avoid a separate reminder to transfer the change.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Finmei to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3In one plain-language instruction, ask Notis to update a clearly matched Finmei customer when a Telegram message gives an explicit contact correction, and request clarification for uncertain matches.
- 4Choose the Telegram new-message trigger and a channel for run reports.
- 5Test with an approved sample correction and verify the customer record.
Questions about this workflow
Can I use this for any client information?
Use it for clear customer details that Finmei can update, and specify in your instruction which corrections are in scope.
What happens if the client is not clearly identified?
Have Notis ask for clarification before changing a customer record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Finmei. A trigger fires from one place; an action lands in another.
Telegram triggers
Finmei actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice. Use when you have all invoice details ready and need to record it. Example: "Create an invoice for customer X with two items.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Customer
Tool to delete a specific customer by their ID. Use after confirming the correct customer_id to remove the record.
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.
Delete Invoice
Tool to delete an invoice. Use when you need to remove an existing invoice by its ID.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Delete Payment
Tool to delete a payment. Use when you need to remove a payment by its ID after confirming it's obsolete.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Delete Product
Tool to delete a product by its ID. Use when you need to permanently remove a product from the catalog.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Get Payment
Tool to retrieve details of a specific payment by its ID. Use after creating a payment or when you need to confirm payment details.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Get Product by ID
Tool to retrieve a product by its ID. Use when you need detailed information about a single product.
List Currencies
Tool to list all currencies supported by Finmei. Use when you need to retrieve available currency codes before creating transactions.
Connect any two apps with Notis in the middle.
Telegram and Finmei, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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