Keep team onboarding groups in sync
Use a new-member signal from Telegram to create the relevant group in Follow Up Boss when your team onboarding calls for it.
Trigger
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Action
Create Group
Tool to create a new Follow Up Boss group with specified members and distribution settings. Use when you need to organize team members into groups for lead distribution.
Why this helps
Team onboarding details can scatter across chat and CRM, leaving a new cohort harder to organize.
- Turn a meaningful onboarding signal into CRM organization.
- Reduce manual coordination during team changes.
- Keep group setup tied to the chat event that prompted it.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Follow Up Boss to Notis once; add the bot to the relevant Telegram group.
- 2Create an automation in the portal or ask Notis conversationally to create the appropriate Follow Up Boss group for qualifying new members.
- 3Describe in one instruction which members warrant a CRM group and how the group should be named and organized.
- 4Choose Telegram new-chat-member as the trigger and a reporting channel, then test with a planned onboarding example.
Questions about this workflow
Should every new member create a Follow Up Boss group?
Usually the workflow should apply only to defined team cohorts. State the qualification rule clearly in your prompt.
Will this create contact records for new members?
This workflow creates a group, as the selected Follow Up Boss action is group creation. Describe the group organization outcome in your instruction.
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.
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Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
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Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
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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.
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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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