Move a clear project scope into a Harvest estimate
When scope and pricing are agreed, send the useful details to Telegram. Notis can create a Harvest estimate from the confirmed information, with questions first when the details are incomplete.
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
Tool to create a new estimate. use after gathering client and line item details.
Why this helps
You have the scope in a conversation but still need to reconstruct it when preparing an estimate.
- Carry confirmed scope into the estimate process sooner.
- Reduce repeated copying of client and line-item details.
- Keep tentative ideas from becoming formal estimates.
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.
- 3Describe in one plain-language instruction how confirmed scope messages should result in a Harvest estimate, including asking before proceeding when client or line-item details are missing.
- 4Select Telegram's New Message Received trigger and choose a run-report channel.
- 5Test with one real, approved scope and review the estimate before sharing it.
Questions about this workflow
Can this turn rough brainstorming into an estimate?
Configure the instruction to require an explicit confirmation of scope and pricing before creating an estimate.
Does the estimate get sent to the client automatically?
This workflow creates the estimate. Do not assume it sends or presents it unless that behavior is separately specified.
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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