Keep invoice follow-up attached to the invoice
When it is time to follow up, send the instruction in Telegram with the invoice reference and approved message. Notis can attach the follow-up to the Harvest invoice, keeping the context together.
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 Invoice Message
Tool to create a new message for an invoice. use after confirming the invoice id when you need to notify a client with invoice details.
Why this helps
Invoice follow-up intentions live in chat while the invoice history remains out of date.
- Keep a follow-up message with its invoice record.
- Reduce the effort of reopening billing tools to find the right place.
- Require invoice and message confirmation before adding anything.
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 to configure it in conversation.
- 3Give one plain-language instruction to add a Telegram-requested follow-up message to a specific Harvest invoice only when invoice and wording are confirmed.
- 4Select New Message Received as the Telegram trigger and choose a channel for run reports.
- 5Test with a known invoice and verify the message is attached to the correct record.
Questions about this workflow
Does this send the message to the client?
The Harvest action creates an invoice message. Make sure your instruction describes the intended handling and does not assume external delivery.
What should I include in Telegram?
Include a specific invoice reference and the exact message or a clear, approved summary.
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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