Keep new client introductions from Telegram group joins
When a new client or supplier joins a working group, Notis can help capture their details in FreeAgent from the available context.
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 Contact
Tool to create a new contact in FreeAgent. Use when you need to add a new client, supplier, or business contact with their details.
Why this helps
A new participant can join a busy group without their business details making it into your records.
- Capture relevant business contacts when they join.
- Reduce follow-up to reconstruct who someone is.
- Keep client and supplier records together in FreeAgent.
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 build it conversationally.
- 3Use one instruction to create a FreeAgent contact when a new Telegram group member is clearly identified as a client or supplier, and flag missing details.
- 4Choose the Telegram new chat member trigger and a run-report channel.
- 5Test with one real relevant group join and check the contact in FreeAgent.
Questions about this workflow
Will every group member become a contact?
Tell Notis to create contacts only when the join context identifies a business relationship, and to flag uncertain cases.
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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New Chat Member
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Create Bank Account
Tool to create a bank account in FreeAgent. Use when you need to add a new bank account, PayPal account, or credit card account to track financial transactions.
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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