Create Salesforce tasks from Telegram messages
Notis reads incoming Telegram messages and creates a follow-up task in Salesforce whenever something needs your action, so requests never disappear into the scroll.
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 task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
A quick Telegram message asks you to do something, you mean to handle it later, and later never comes because it is buried under fifty newer messages.
- Follow-up asks become tracked Salesforce tasks instead of forgotten messages.
- Your to-dos live where you already manage work, not scattered across chats.
- You offload remembering to the automation and free up mental bandwidth.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Salesforce to Notis once from the portal.
- 2Open Automations and create a New Automation called 'Telegram ask to task'.
- 3Write the instruction: 'When a Telegram message asks me to do something, create a Salesforce task to follow up.'
- 4Choose the New Message Received trigger and a channel for run reports.
- 5Send yourself a test 'can you follow up next week' message and confirm the task appears.
Questions about this workflow
How does Notis know a message needs a task?
It reads the intent of the message. You can also guide it, for example 'only create a task when the message includes a request or a deadline.'
Can the task include a due date?
Yes. If the message mentions timing, tell Notis to set the task due date accordingly and it will.
Where do I see that it ran?
Notis reports each run to the channel you choose, so you get a confirmation without opening Salesforce.
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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