Keep payment follow-ups from Telegram with the client record
When a client shares a payment date or invoice follow-up detail in chat, save that context in FreeAgent so it is easier to find later.
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 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
Payment commitments mentioned in chat can be missed when it is time to follow up.
- Preserve payment commitments alongside client context.
- Make follow-up easier to resume after interruptions.
- Reduce repeated searching through chat 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 tell Notis the workflow in plain language.
- 3Give one instruction to save Telegram messages with a client payment promise or invoice follow-up as a FreeAgent note, and flag unclear client references.
- 4Pick the Telegram message trigger and where Notis should report runs.
- 5Test with one real payment follow-up message and confirm the note in FreeAgent.
Questions about this workflow
Does this update an invoice payment status?
This action creates a note. It records follow-up context but does not change an invoice's payment status.
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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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Company Details
Tool to retrieve company details from FreeAgent. Use when you need information about the company's registration, accounting periods, or settings.
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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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 a User
Tool to create a new user in FreeAgent. Use when you need to add a new team member with specific role and permissions. Requires 'Tax, Accounting & Users' permission level.
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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