Create FreeAgent estimate drafts from Telegram
Capture a quote request in Telegram and let Notis prepare the estimate draft in FreeAgent for your 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
Create Estimate
Tool to create a new estimate in FreeAgent. Use when you need to create an estimate, quote, or proposal for a client. Requires contact, reference, date, type, status, and at least one estimate item with position, item_type, quantity, price, and description.
Why this helps
Quote details can be scattered across messages before anyone gets time to prepare an estimate.
- Keep quote requests from getting buried.
- Start estimates from the details already shared.
- Review scope and pricing before anything goes to a client.
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 set it up in plain language.
- 3Give Notis one instruction to draft a FreeAgent estimate when a Telegram message requests a quote, and flag missing contact, date, or line-item details.
- 4Pick the Telegram message trigger and the run-report channel.
- 5Test with one real quote request and review the estimate draft in FreeAgent.
Questions about this workflow
Will this send the estimate to the client?
The action creates an estimate. Review the draft before deciding whether to send it.
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 Message Received
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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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