Keep Telegram channel decisions with the client record
A channel update can carry a decision you will need later. Notis can save the relevant context as a FreeAgent note.
Trigger
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Action
Create Note
Tool to create a note for a contact or project in FreeAgent. Use when you need to add documentation, reminders, or context to contacts or projects.
Why this helps
Important decisions in announcement channels can be hard to find when you return to a client account.
- Keep decisions near the client record.
- Make later handoffs easier to follow.
- Reduce searching through channel history.
Setup
Build it in a few focused steps.
- 1Connect Telegram and FreeAgent to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to make one conversationally.
- 3In one instruction, ask Notis to save channel posts that contain a client decision as a FreeAgent note and flag posts without a clear client match.
- 4Choose the Telegram channel post trigger and a run-report channel.
- 5Test with one real channel post and verify the note in FreeAgent.
Questions about this workflow
Does the bot need channel access?
The bot must be an administrator in the Telegram channel for channel posts to trigger the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Freeagent. A trigger fires from one place; an action lands in another.
Telegram triggers
Freeagent actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Create Bank Account
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Connect any two apps with Notis in the middle.
Telegram and Freeagent, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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