Daily Lead Qualification via Telegram
Each morning, your team gets a quick poll on today's new leads. Everyone votes on fit and intent. Decisions made before your first meeting.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Poll
Send a native poll to a telegram chat using the bot api.
Why this helps
Lead qualification happens in silos or during long calls. By then, motivation is lost and decisions stall. Leads age while you're debating internally.
- Qualify leads faster without meetings
- Get team input asynchronously while everyone's fresh
- Route leads quickly to most interested team members
- Build team alignment on lead quality standards
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Telegram to Notis.
- 2Create an automation: 'Every morning at 8am, send a Telegram poll with today's new leads. Ask the team to rate each one as MQL, SQL, or not-qualified.'
- 3Select 'Daily Schedule at 8am' as your trigger.
- 4Choose your team's Telegram channel.
- 5Test by running the automation manually and collect responses to refine scoring.
Questions about this workflow
What if no new leads came in yesterday?
Notis will skip the poll or note that there are no leads to qualify. You can configure it either way.
Can we weight votes by role?
Yes. Tell Notis to give more weight to sales manager votes or average responses differently. Or just tally and discuss outliers.
Does this replace lead scoring?
It complements it. Notis can combine automated lead scores with team intuition, giving you the best of both signals.
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.
Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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