Give new billing teammates a useful starting point
When a teammate joins the billing conversation, bring the customer-record reference into the handoff thread.
Trigger
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
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
New collaborators can lack a quick starting point and spend time asking where key client records live.
- Start a billing handoff with a relevant customer reference.
- Reduce repeated orientation questions in the team chat.
- Keep the lookup close to the group where the work happens.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Finmei to Notis once in the portal, and add the bot to the billing group.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Write one plain-language instruction for Notis to retrieve a relevant Finmei customer listing when a billing teammate joins, sharing only information appropriate for that group.
- 4Choose the Telegram new-chat-member trigger and a channel for run reports.
- 5Test with an approved team onboarding scenario and check the information shown in the group.
Questions about this workflow
Will every new group member trigger this?
The instruction can limit the lookup to the intended billing group and relevant teammate onboarding context.
Should customer details be posted to any group?
Use a group where sharing the retrieved information is appropriate, and keep the returned reference limited to what the team needs.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Finmei.