Move a confirmed client from conversation into Harvest
When a lead becomes a real client, share the confirmed details in Telegram. Notis can create the Harvest client record so onboarding does not depend on remembering another admin step.
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
Tool to create a new client. use after gathering client details to register a new client in harvest.
Why this helps
A new client is agreed in conversation, but the business record gets postponed until the details are harder to find.
- Capture client setup details while they are fresh.
- Reduce duplicate typing during client onboarding.
- Require confirmation when the record might already exist.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Harvest to Notis once in the portal.
- 2Create a new automation in the portal or ask Notis to make one conversationally.
- 3Write one plain-language instruction to create a Harvest client from confirmed client details and check for ambiguity before creating a record.
- 4Pick New Message Received as the trigger and choose a run-report channel.
- 5Test with a confirmed new client and review the resulting Harvest record.
Questions about this workflow
Can this add unqualified leads?
Set the instruction to require that the relationship is confirmed before creating a client record.
What if a matching client may already exist?
Tell Notis to ask you to confirm the existing record instead of creating a possible duplicate.
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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