Real-Time Deal Pipeline Visibility
Watch your deals move through the pipeline as they happen. Every stage change shows up in Telegram so you and your team stay synced.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Send Message
Send a text message to a telegram chat using the bot api.
Why this helps
Your sales pipeline is buried in Salesforce tabs. You miss deals stalling mid-cycle or moving unexpectedly, causing surprises at month-end.
- See every opportunity move in real time without logging into CRM
- Spot deals stuck in early stages and unblock them faster
- Share pipeline momentum with stakeholders instantly
- Prevent surprise forecasting shortfalls with early visibility
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Telegram to Notis.
- 2Create an automation with this prompt: 'When an opportunity is created or changes stage in Salesforce, send a Telegram message showing the deal name, stage, value, and close date.'
- 3Select 'New or Updated Opportunity' as your trigger.
- 4Pick your Telegram channel for deal updates.
- 5Test by changing an opportunity stage in Salesforce and confirm the Telegram alert.
Questions about this workflow
Will I get spammed with notifications?
You'll get one alert per stage change or new opportunity. If that's too much, you can adjust the automation to only notify on specific stages (e.g., 'only when moving to Negotiation or Closed Won').
Can we track deal velocity?
Yes. Tell Notis to include how long the opportunity has been in the current stage, or ask for a weekly summary of deals that haven't moved in 7+ days.
What if I want different alerts for different deal sizes?
Create separate automations. For example, one for deals over $50k (sends alerts to leadership) and another for smaller deals (sends to sales team).
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.
Not just Salesforce and Telegram. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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