Keep lead activity visible in Follow Up Boss
Tell Notis what happened in Telegram and keep important lead activity attached to the Follow Up Boss record.
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 Events
Tool to send in a lead or an event related to a lead in Follow Up Boss. Use when you need to track lead activities, inquiries, property views, or any other event type supported by the system.
Why this helps
Small but important lead signals get lost when they live only in chat and never make it into the CRM.
- Keep inquiries and property interest visible in the contact history.
- Preserve useful signals for the next conversation.
- Capture activity without breaking focus to navigate the CRM.
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 to log relevant lead activity from Telegram.
- 3Use a single instruction defining which activities to log and how to identify the lead.
- 4Select Telegram new-message as the trigger and a reporting channel, then test with one real inquiry or activity.
Questions about this workflow
What counts as lead activity?
Specify examples such as an inquiry, a property view, or a meaningful update in your automation prompt.
Can casual chat be ignored?
Yes. Include a clear rule that only messages containing relevant lead activity should create an event.
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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