Forward Contact Context on Changes
When a contact changes roles, forward the conversation history about them so the team knows their context. No one starts from scratch.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Forward Message
Forward messages of any kind. service messages can't be forwarded.
Why this helps
A contact moves to a new company. Your team starts cold without knowing the history, relationship depth, or previous interactions.
- Preserve institutional knowledge about contacts
- Enable faster relationship re-building after contact changes
- Reduce ramp time for team members taking over accounts
- Create searchable conversation history
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Telegram to Notis.
- 2Create an automation: 'When a contact is updated (especially if company or title changes), forward any Telegram messages mentioning that contact to the team channel.'
- 3Select 'Contact Updated' as your trigger.
- 4Choose your Telegram channel for history forwarding.
- 5Test by updating a contact and verifying relevant conversation history is forwarded.
Questions about this workflow
How does Notis know which messages are 'relevant'?
Tell Notis in plain language. For example: 'Forward messages mentioning this contact's name from the last 30 days' or 'Include any DMs discussing this person.'
What if a contact changes multiple times?
Each update triggers a new forward of relevant history. Old forwarded messages stay in Telegram for reference.
Can we set up a searchable contact history?
Yes. Notis can maintain a thread per contact with forwarded history, making it easy to search contact relationships over time.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Telegram. A trigger fires from one place; an action lands in another.
Salesforce triggers
Telegram actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Answer Callback Query
Use this method to send answers to callback queries sent from inline keyboards. the answer will be displayed to the user as a notification at the top of the chat screen or as an alert.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete Message
Delete a message, including service messages, with certain limitations.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Edit Message
Edit text messages sent by the bot.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Export Chat Invite Link
Generate a new primary invite link for a chat; any previously generated primary link is revoked. the bot must be an administrator in the chat for this to work and must have the appropriate administrator rights.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Forward Message
Forward messages of any kind. service messages can't be forwarded.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Chat Info
Get up to date information about the chat (current name of the user for one-on-one conversations, current username of a user, group or channel, etc.).
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Get Chat Administrators
Get a list of administrators in a chat. on success, returns an array of chatmember objects that contains information about all chat administrators except other bots.
Get Chat History
Get chat history messages. note: this uses the getupdates method with specific parameters to retrieve historical messages.
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When this happens · Trigger
Do this · Action
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