Save Telegram messages as Salesforce notes
When something worth remembering comes through Telegram, Notis writes it as a note attached to the relevant Salesforce record, so the context is there when you need it.
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 note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
The important detail a customer shared is trapped in a Telegram thread, and when you open their Salesforce record weeks later there is no trace of it.
- Key conversation details live on the Salesforce record, not just in chat.
- Anyone reviewing the account sees the full picture without digging through Telegram.
- You capture context in the moment instead of trying to reconstruct it later.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Salesforce to Notis once in the portal.
- 2Create a New Automation in Automations named 'Telegram note logger'.
- 3Describe it plainly: 'When a Telegram message has useful context, save it as a note on the matching Salesforce record.'
- 4Pick the New Message Received trigger and a run-report channel.
- 5Send a test message with a detail and confirm the note is attached in Salesforce.
Questions about this workflow
Which record does the note attach to?
Notis matches the sender to the right contact, lead, or account based on your instruction, so you do not pick records manually.
Will it log every single message?
Only the ones you tell it to. You can scope it to messages that contain notable context or specific keywords.
Is this hard to set up?
No. It is one plain-language prompt in Notis with no field mapping or scripting required.
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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