Find client onboarding templates from Telegram
When a new client conversation begins, ask Notis to surface the Flexisign templates that could support your onboarding process.
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 Templates
Tool to list all available document templates. use when you need to retrieve and display templates from your flexisign account after connecting.
Why this helps
Client setup can stall while you remember where the paperwork lives and which template to look for.
- Bring template discovery into the client conversation
- Make onboarding paperwork easier to locate
- Keep the next step visible while you handle intake
Setup
Build it in a few focused steps.
- 1Connect Telegram and Flexisign to Notis once through the portal.
- 2Create an automation in the portal or ask Notis in plain language.
- 3Write one instruction asking Notis to list Flexisign templates when a Telegram message requests client onboarding paperwork.
- 4Select Telegram's New Message Received trigger and choose a channel for run reports.
- 5Test with one real onboarding request in Telegram.
Questions about this workflow
Can Notis tell which templates are for onboarding?
You can describe the onboarding context in your instruction. The Flexisign action returns the available templates for you to review.
Does this create an onboarding packet?
No. This workflow lists available templates; it does not assemble documents or send them for signature.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Flexisign. A trigger fires from one place; an action lands in another.
Telegram triggers
Flexisign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Templates
Tool to list all available document templates. use when you need to retrieve and display templates from your flexisign account after connecting.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 Flexisign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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