Keep every prospect call in your CRM
Message your Notis bot a short call recap. Notis finds the relevant person and records the conversation in Follow Up Boss.
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
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.
Why this helps
Typing call notes into a CRM after switching between conversations is easy to postpone until the details are fuzzy.
- Save call context while the details are fresh.
- Reduce the friction of updating records between calls.
- Keep future follow-up grounded in what was discussed.
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 conversationally for Telegram call notes to be logged in Follow Up Boss.
- 3Use one plain-language instruction telling Notis to identify the person and create a call record from each relevant recap.
- 4Choose the Telegram new-message trigger and a channel for run reports, then test with one real call recap.
Questions about this workflow
What should I include in my Telegram recap?
Mention the person's name and the key outcome, concern, or next step. Notis uses your instruction to interpret the message and record the call.
Do I need to fill out a CRM form?
No. You describe the outcome in plain language in the automation prompt; Notis handles the interpretation.
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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