Connect Telegram to Salesforce

When something happens in Telegram, Notis takes the next step in Salesforce. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Telegram to Salesforce

View example

Capture every Telegram DM as a Salesforce lead

Turn inbound Telegram messages into new Salesforce leads the moment someone reaches out, so no prospect ever slips through.

View example

Add new Telegram chatters as Salesforce contacts

When someone new messages your bot, Notis creates a Salesforce contact so your relationship records stay complete without extra admin.

View example

Turn Telegram asks into Salesforce follow-up tasks

When a message needs follow-up, Notis logs a Salesforce task so the ask does not vanish the moment you scroll past it.

View example

Log Telegram conversations as Salesforce notes

Notis captures important Telegram messages as notes on the right Salesforce record, so context never lives only in chat.

View example

Open a Salesforce opportunity from a Telegram deal signal

When a Telegram chat signals real buying interest, Notis creates a Salesforce opportunity so the deal enters your pipeline right away.

View example

Complete a Salesforce task with one Telegram button tap

Tap an inline button in Telegram and Notis marks the related Salesforce task complete, so you clear work without opening the CRM.

View example

Route a Salesforce lead by tapping a Telegram button

Tap an inline button and Notis applies your Salesforce lead assignment rules, sending the lead to the right owner without you opening the CRM.

View example

Spin up a Salesforce campaign from a Telegram channel post

When you publish an announcement to your Telegram channel, Notis creates a matching Salesforce campaign so you can track its reach.

View example

Log Telegram message edits as Salesforce notes

When someone edits a Telegram message, Notis records the change as a note in Salesforce so corrected details are never missed.

Supported Triggers and Actions

Notis builds workflows that link Telegram to Salesforce. A trigger fires from one place; an action lands in another.

Telegram triggers

Salesforce actions

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.

TriggerInstant

Create Salesforce Account

Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.

ActionInstant

New Channel Post

Triggered when a new post is published to a channel where your bot is an administrator.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Callback Query Received

Triggered when a user taps an inline keyboard button attached to one of your bot's messages.

TriggerInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Message Edited

Triggered when a message in a chat your bot can see is edited by its sender.

TriggerInstant

Add product to opportunity

Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.

ActionInstant

New Chat Member

Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.

TriggerInstant

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

Clone opportunity with products

Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.

ActionInstant

Clone record

Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.