Find customer records without leaving Telegram
Check whether a client is already in Finmei from the message thread where their name came up.
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
List Customers
Tool to list all customers with optional filters and pagination. Use when needing to browse or search customer records.
Why this helps
Switching between a conversation and the billing system to find an existing client can break focus.
- Find existing clients before starting a new billing task.
- Keep a customer lookup close to the conversation that prompted it.
- Reduce duplicate records caused by uncertainty.
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 search Finmei customers when a Telegram message requests a lookup and report likely matches for review.
- 4Choose the Telegram new-message trigger and a channel for run reports.
- 5Test with a real client name and confirm the returned record is the intended match.
Questions about this workflow
Will this create a customer record?
No. This workflow searches and reports matching customer records; it does not create a new one.
What if several customers have similar names?
Have Notis show the likely matches so you can identify the correct client before using the 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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