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Notis

Turn estimate category decisions into ready-to-use setup

When your team settles on a new way to group estimate line items, capture that decision in Telegram. Notis can create the category in Harvest once its name and purpose are 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 Estimate Item Category

Tool to create a new estimate item category in harvest. use after deciding to categorize line items within an estimate.

Why this helps

Estimate conventions are decided in chat but never make it into the system, so each new estimate starts from scratch.

  • Convert a shared estimate convention into a reusable category.
  • Reduce repeated setup work for future estimates.
  • Confirm the exact category before creating it.

Setup

Build it in a few focused steps.

  • 1Connect Telegram and Harvest to Notis once in the portal.
  • 2Create an automation from the portal or ask Notis to create it in conversation.
  • 3Describe in one plain-language instruction when a confirmed Telegram decision should create a Harvest estimate item category.
  • 4Choose New Message Received as the trigger and select a channel for reports.
  • 5Test with a real approved category name and verify it in Harvest.

Questions about this workflow

What makes a category decision ready?

The message should make clear that the category is approved and include its intended name.

Does this create an estimate too?

No, this workflow creates the estimate item category. Creating an estimate is a separate action.

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.

TriggerScheduled

Create Client

Tool to create a new client. use after gathering client details to register a new client in harvest.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

TriggerInstant

Create Estimate

Tool to create a new estimate. use after gathering client and line item details.

ActionInstant

New Channel Post

Triggered when a new post is published to a channel where your bot is an administrator.

TriggerInstant

Create Estimate Item Category

Tool to create a new estimate item category in harvest. use after deciding to categorize line items within an estimate.

ActionInstant

Callback Query Received

Triggered when a user taps an inline keyboard button attached to one of your bot's messages.

TriggerInstant

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.

ActionInstant

Message Edited

Triggered when a message in a chat your bot can see is edited by its sender.

TriggerInstant

Create Expense

Tool to create a new expense entry. use when recording costs against projects. ensure either units or total cost is provided.

ActionInstant

New Chat Member

Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.

TriggerInstant

Create Invoice

Tool to create a new invoice. use when you have gathered all invoice details and need to bill a client in harvest.

ActionInstant

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.

ActionInstant

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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