Make starting lead follow-up one tap
A Telegram button can tell Notis that a lead is ready for a follow-up plan in Follow Up Boss.
Trigger
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Action
Apply Action Plan to Person
Tool to apply an Action Plan to a person in Follow Up Boss. Use when you need to assign or apply a specific action plan workflow to a contact.
Why this helps
Even a simple follow-up decision can slip when switching away from a team chat to start the CRM sequence.
- Turn a clear team signal into an immediate CRM action.
- Keep routine follow-up steps consistent.
- Reduce navigation and decision fatigue around starting a plan.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Follow Up Boss to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to apply the appropriate Follow Up Boss plan when a Telegram follow-up button is tapped.
- 3Describe in one plain-language instruction how to identify the lead and which established plan the button represents.
- 4Select Telegram callback-query as the trigger and a channel for run reports, then test with one real button tap.
Questions about this workflow
What does the button need to communicate?
The button context should make clear which lead and follow-up intent it represents; explain that meaning in your prompt.
Can one button represent a specific plan?
Yes. State the plan associated with that button in the instruction to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Follow Up Boss. A trigger fires from one place; an action lands in another.
Telegram triggers
Follow Up Boss actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Apply Action Plan to Person
Tool to apply an Action Plan to a person in Follow Up Boss. Use when you need to assign or apply a specific action plan workflow to a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Appointment
Tool to create a new appointment in Follow Up Boss. Use when you need to schedule meetings, property showings, or events. Requires title, start time, and end time. Optionally send invitation emails to invitees.
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.
Create appointment outcome
Tool to create an appointment outcome in Follow Up Boss. Use when you need to add a new outcome type for appointment tracking.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Create Appointment Type
Tool to create a new appointment type in Follow Up Boss. Use when you need to define a new category for appointments that can be scheduled in the system.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Create Call
Tool to add a call record to Follow Up Boss. Use when you need to log a phone call interaction with a person.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Create Custom Field
Tool to create a custom field in Follow Up Boss. Use when you need to add a new custom data field to person records, such as tracking anniversaries, customer types, or any other custom information.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Create Deal Custom Field
Tool to create a custom field for deals in Follow Up Boss. Use when you need to add custom metadata fields to track deal-specific information like stages, priorities, or custom dates.
Create Deal
Tool to create a new deal in Follow Up Boss. Use when you need to add a deal to track sales opportunities in your pipeline. Requires deal name and stage ID.
Connect any two apps with Notis in the middle.
Telegram and Follow Up Boss, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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