Complete Salesforce tasks from a Telegram button
When you tap an inline button on one of your bot's messages, Notis marks the matching Salesforce task complete, so you can close work the instant you finish it.
Trigger
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Action
Complete task
Marks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.
Why this helps
You finish a task on the go but you are in Telegram, and logging it as done means opening Salesforce later, which you never actually do.
- One tap clears a Salesforce task, no app switch required.
- Your task list stays accurate because closing work takes a second.
- You reduce friction between doing the work and recording it.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Salesforce to Notis once in the portal.
- 2Create a New Automation named 'Telegram tap completes task'.
- 3Write the instruction: 'When someone taps the done button in Telegram, mark the related Salesforce task complete.'
- 4Choose the Callback Query Received trigger and a channel for run reports.
- 5Tap a test button and confirm the task flips to completed in Salesforce.
Questions about this workflow
What is a callback query?
It is the event Telegram fires when a user taps an inline keyboard button attached to your bot's message. Notis uses that tap as the trigger.
Can I add completion notes?
Yes. Tell Notis to include a short completion note and it will add it when marking the task done.
Do I need to build the button myself?
Your bot sends the inline button; Notis handles what happens when it is tapped, described in one plain-language prompt.
When this happens · Trigger
Do this · Action
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.
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.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
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.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
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.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
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.
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.
Connect any two apps with Notis in the middle.
Not just Telegram and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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