Keep estimate decisions connected to the estimate record
When a client or team decision affects an estimate, send the instruction through Telegram with a clear estimate reference. Notis can apply the requested estimate message or event once the details are confirmed.
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 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.
Why this helps
An estimate decision is captured in chat, but the Harvest estimate history is missing the context or status update.
- Keep an estimate's decision history current.
- Reduce the effort of finding and reopening the right estimate.
- Require a specific estimate and confirmed event before applying a change.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Harvest to Notis once in the portal.
- 2Create an automation in Automations or ask Notis conversationally.
- 3Write one plain-language instruction to apply a requested message or event to a specific Harvest estimate only after its identity and action are clear.
- 4Select New Message Received as the Telegram trigger and choose a channel for run reports.
- 5Test on a known estimate and verify the intended update.
Questions about this workflow
Which estimate actions can this cover?
The Harvest action supports creating an estimate message or running an event such as send, accept, decline, or reopen.
What if the estimate reference is vague?
Tell Notis to ask you to identify and confirm the estimate before making the update.
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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