Capture a new client contact without losing their details
When someone shares an updated or new client contact, send the details to Telegram. Notis can add the contact under an existing Harvest client once the match is clear.
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 Client Contact
Tool to create a new client contact. use when you need to add a contact under an existing client. call after you've retrieved or confirmed the client id.
Why this helps
New contact details sit in messages and notes instead of the client record where they are needed.
- Capture contact details close to when they are shared.
- Keep contacts associated with the right existing client.
- Avoid creating duplicate or misassigned contacts by asking when the match is uncertain.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Harvest to Notis once in the portal.
- 2Create an automation or ask Notis conversationally to set one up.
- 3Describe in one plain-language instruction how to create a Harvest contact from Telegram details only after the existing client match and contact information are clear.
- 4Choose New Message Received as the trigger and select a channel for reports.
- 5Test with a real contact update and verify it appears under the right client.
Questions about this workflow
Does this create a client too?
This workflow creates a contact under an existing client. Ask Notis to confirm or resolve the client before it creates the contact.
What details are useful?
Share the person's name and the contact details you have, plus an unambiguous reference to the existing client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Harvest. A trigger fires from one place; an action lands in another.
Telegram triggers
Harvest actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client. use after gathering client details to register a new client in harvest.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Client Contact
Tool to create a new client contact. use when you need to add a contact under an existing client. call after you've retrieved or confirmed the client id.
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.
Create Estimate
Tool to create a new estimate. use after gathering client and line item details.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Create Estimate Item Category
Tool to create a new estimate item category in harvest. use after deciding to categorize line items within an estimate.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Create Estimate Message
Tool to create a new message for an estimate. use when you have an estimate id and want to send a message or run an event (send, accept, decline, re-open) on the estimate.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Create Expense
Tool to create a new expense entry. use when recording costs against projects. ensure either units or total cost is provided.
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 Invoice
Tool to create a new invoice. use when you have gathered all invoice details and need to bill a client in harvest.
Create Invoice Item Category
Tool to create a new invoice item category. use after you have decided on the category name to register it in harvest.
Connect any two apps with Notis in the middle.
Telegram and Harvest, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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