Prepare FreeAgent credit notes from Telegram requests
Capture refund and adjustment requests in chat, then let Notis prepare a draft credit note 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 Credit Note
Tool to create a credit note in FreeAgent. Use when you need to issue a credit note to a contact for refunds or adjustments. The credit note is created with 'Draft' status.
Why this helps
Refund requests can become a loose end when they arrive in the middle of other client messages.
- Give refund requests a visible accounting next step.
- Keep the draft attached to the client context.
- Review adjustments before issuing a credit note.
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 in plain language.
- 3Use one instruction to create a FreeAgent draft credit note for clear Telegram refund or adjustment requests and flag missing contact or amount details.
- 4Pick the Telegram message trigger and a channel for run reports.
- 5Test with one real adjustment request and review the draft in FreeAgent.
Questions about this workflow
Is the credit note issued automatically?
The listed action creates a draft credit note. Review it before issuing.
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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