Connect client context to Hub Planner projects
When a handoff makes the client and project relationship explicit, let Notis keep them connected in Hub Planner.
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
Add Clients to Project
Tool to add clients to a project by project ID. Use when you need to associate one or more clients with a specific project.
Why this helps
Client context is easy to lose when project ownership or handoff notes stay in chat.
- Keep client context attached to project planning.
- Make handoffs easier to follow later.
- Reduce duplicate lookup and data entry.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Hub Planner to Notis once in the portal.
- 2Create the automation in the portal or tell Notis the outcome in plain language.
- 3Instruct Notis to add a client to an existing Hub Planner project when a Telegram handoff explicitly identifies both.
- 4Select New Message Received as the trigger and choose a channel for run reports.
- 5Test with one real handoff that names the client and project.
Questions about this workflow
Does this create the client record?
The action associates clients with projects. The prompt should refer to an existing client and project.
What if the message names only one side?
Instruct Notis to act only when the client and project relationship is clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Hub Planner. A trigger fires from one place; an action lands in another.
Telegram triggers
Hub Planner actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Clients to Project
Tool to add clients to a project by project ID. Use when you need to associate one or more clients with a specific project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add project custom field choices
Add choices to a project custom field template of SELECT, RADIO, or CHECKBOX type. Use when you need to add new options to an existing dropdown, radio button, or checkbox custom field in Hub Planner projects.
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.
Add Projects to Group
Tool to add projects to a project group in Hub Planner. Use when you need to associate one or more projects with a specific project group.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Add Project Tags
Tool to add tags to a Hub Planner project. Preserves existing tags and appends new ones. Use when you need to add one or more tags to a project without removing existing tags.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Add Resource Custom Field Choices
Tool to add choices to a resource custom field template of SELECT, RADIO, or CHECKBOX type. Use when you need to add new selection options to an existing custom field template.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Add Resources to Project
Tool to add resources to a project by project ID. Use when you need to associate one or more resources with a specific project.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Add Resources to Resource Group
Tool to add resources to a resource group by group ID. Use when you need to associate one or more resources with a specific resource group.
Add Resource Tags
Tool to add tags to a resource in Hub Planner. Preserves existing tags and appends new ones. Use when you need to categorize, label, or organize resources using tags.
Connect any two apps with Notis in the middle.
Telegram and Hub Planner, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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