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Look up a Formdesk visitor while you are in Telegram

When a visitor's registration raises a question, ask Notis in Telegram to retrieve their Formdesk details for review.

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

Get Visitor Details

Tool to retrieve detailed information about a specific Formdesk visitor. Use after confirming you have the form ID and visitor ID.

Why this helps

Finding one person's record in a separate system can break the thread of an active support or intake conversation.

  • Retrieve one visitor's details when a question comes up.
  • Reduce context switching during intake support.
  • Keep the lookup focused on a known visitor record.

Setup

Build it in a few focused steps.

  • 1Connect Telegram and Formdesk to Notis once through the portal.
  • 2Create an automation in the portal or ask Notis to retrieve Formdesk visitor details on Telegram request.
  • 3Describe in one plain-language instruction how to identify the form and visitor and which details to return.
  • 4Select Telegram New Message Received as the trigger and choose a channel for run reports.
  • 5Test with a known form ID and visitor ID and review the returned details.

Questions about this workflow

What identifiers does the lookup require?

The action requires a form ID and visitor ID. Have those available in the request or account context.

Can this update visitor information?

No. It retrieves visitor details. Updating a visitor is a separate action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Telegram to Formdesk. A trigger fires from one place; an action lands in another.

Telegram triggers

Formdesk actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Automatic Login

Tool to perform automatic login to Formdesk and retrieve an access token. Use when you need to authenticate with username and password.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Formdesk Entry

Tool to submit a new entry to a Formdesk form. Use after collecting all form field values to send a new entry for a specific formId. Example: "Submit entry to form 12345 with first_name='Bob', email='bob@example.com'."

ActionInstant

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.

TriggerInstant

Create Field

Tool to create a new field in a specific Formdesk form. Use after you have the formId and need to extend the form schema with an additional input.

ActionInstant

New Channel Post

Triggered when a new post is published to a channel where your bot is an administrator.

TriggerInstant

Create Visitor

Tool to add a new visitor to a specific Formdesk form. Use when you need to register a visitor's metadata (e.g., name, email) before submitting entries.

ActionInstant

Callback Query Received

Triggered when a user taps an inline keyboard button attached to one of your bot's messages.

TriggerInstant

Delete Formdesk Entry

Tool to delete a specific entry from a Formdesk form. Use after confirming the target entry exists.

ActionInstant

Message Edited

Triggered when a message in a chat your bot can see is edited by its sender.

TriggerInstant

Delete Field in Formdesk

Tool to delete a specific field in a Formdesk form. Use after confirming formId and fieldId.

ActionInstant

New Chat Member

Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.

TriggerInstant

Delete Form in Formdesk

Tool to delete a specific form. Use when you need to permanently remove a form after confirming it's no longer needed.

ActionInstant

Delete Visitor in Formdesk

Tool to delete a specific visitor in a Formdesk form. Use after confirming formId and visitorId.

ActionInstant

Connect any two apps with Notis in the middle.

Telegram and Formdesk, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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