Keep shared call summaries in the contact history
Let Notis pick up qualifying call summaries from your Telegram channel and record them in Follow Up Boss.
Trigger
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
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
A call recap shared for team awareness can still disappear from the contact history everyone relies on.
- Make team-shared conversation context available in the CRM.
- Reduce re-entry when one person shares notes for the team.
- Keep follow-up anchored to a documented call.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Follow Up Boss to Notis once, and make the bot an administrator in the channel.
- 2Create an automation in the portal or ask Notis conversationally to log qualifying channel call summaries in Follow Up Boss.
- 3Use one instruction to define a call summary, identify the person, and describe what context to capture.
- 4Select Telegram new-channel-post as the trigger and a reporting channel, then test with a relevant summary.
Questions about this workflow
Do I need to add the bot to the channel?
Yes. The Telegram bot needs administrator access to receive channel posts.
Can the automation ignore general announcements?
Tell Notis to log only posts that clearly summarize a call with an identifiable person.
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.
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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.
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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
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New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
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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.
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New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
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Create Deal
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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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