Create Salesforce opportunities from a Telegram tap
When you tap an inline button on one of your bot's messages, Notis creates a Salesforce opportunity, so the moment you decide a conversation is worth pursuing, the deal is already in your pipeline.
Trigger
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
You decide a Telegram conversation is a real deal, but logging it means opening Salesforce, so the opportunity waits and sometimes never gets created.
- A single tap creates a tracked opportunity, no CRM login needed.
- You capture deals at the exact moment of decision.
- Pipeline stays current because logging takes no real effort.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Salesforce to Notis once from the portal.
- 2Open Automations and add a New Automation named 'Telegram tap to opportunity'.
- 3Describe it plainly: 'When I tap the create-deal button in Telegram, create a Salesforce opportunity.'
- 4Choose the Callback Query Received trigger and a channel for run reports.
- 5Tap a test button and confirm the opportunity is created in Salesforce.
Questions about this workflow
How does the button know which deal to create?
Notis uses the button's context and your instruction to build the opportunity, including any details from the conversation.
Can I set a default stage and close date?
Yes. Include those defaults in your plain-language prompt and Notis applies them.
Does my bot need to send the button?
Yes. Your bot presents the inline button; Notis handles what happens on the tap.
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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