Apply Salesforce lead assignment rules from Telegram
Tap an inline button in Telegram and Notis runs your Salesforce lead assignment rules, routing the lead to the correct owner instantly so it never stalls waiting on you.
Trigger
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Action
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.
Why this helps
A promising lead sits unassigned because routing it means logging into Salesforce, and while it waits the moment cools off.
- Leads get routed the instant you approve them, straight from chat.
- Your assignment rules do the ownership work so nothing lands in limbo.
- You remove yourself as the bottleneck between capture and follow-up.
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 named 'Telegram tap routes lead'.
- 3Describe it plainly: 'When I tap the route button in Telegram, apply Salesforce lead assignment rules to that lead.'
- 4Pick the Callback Query Received trigger and a run-report channel.
- 5Tap a test button and confirm the lead is reassigned by your rules.
Questions about this workflow
Do I need existing assignment rules in Salesforce?
Yes. This action applies the rules you already configured in Salesforce, so ownership follows your organization's logic.
Which lead does it route?
The lead tied to the button context. Notis links the tap to the right lead based on your instruction.
Is any manual field setup needed?
No. You write one plain-language prompt in Notis; there are no mapping screens involved.
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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