Create Salesforce opportunities from Telegram chats
Notis listens for buying signals in your Telegram messages and opens a matching opportunity in Salesforce, so hot conversations become tracked pipeline instead of forgotten chats.
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 opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
A prospect basically says yes in Telegram, but the deal never makes it into Salesforce, so your pipeline looks thinner than it really is and forecasting is a guess.
- Buying signals become real opportunities in your pipeline the moment they surface.
- Your forecast reflects deals that started in chat, not just formal channels.
- You skip the mental overhead of remembering to log every promising conversation.
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 called 'Telegram deal to opportunity'.
- 3Write the prompt: 'When a Telegram message shows buying intent, create a Salesforce opportunity for it.'
- 4Select the New Message Received trigger and a channel for run reports.
- 5Send a test message like 'we want to move forward' and confirm the opportunity is created.
Questions about this workflow
How does it decide something is a deal?
Notis reads intent and follows your guidance, such as 'create an opportunity when someone mentions budget, timeline, or moving forward.'
Can I set a default stage or close date?
Yes. Tell Notis the stage and a sensible close date in the instruction and it applies them when creating the opportunity.
Does this replace my sales process?
No, it feeds it. The opportunity lands in Salesforce so you can qualify and progress it as usual.
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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