Visual Account Health Reports
Every month, get a visual health report for top accounts: engagement trends, revenue trajectory, support tickets, renewal dates. All in one image.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Photo
Send photos to a telegram chat using the bot api.
Why this helps
You don't have current visibility into account health until renewal time. Surprises come too late to fix proactively.
- Catch account health issues before they become churn
- Plan renewals and upsells proactively
- Reduce surprise churn with early warning signals
- Make account health visual and discussable
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Telegram to Notis.
- 2Create an automation: 'Every month on the 1st, send Telegram photos showing account health for our top 10 accounts: engagement score, revenue trend, support sentiment, and renewal risk.'
- 3Select 'Monthly Schedule on the 1st' as your trigger.
- 4Choose your customer success or leadership Telegram channel.
- 5Test by running the automation and refine which metrics appear.
Questions about this workflow
Which accounts get health reports?
By default, all accounts. But you can filter to top 10/20 accounts by revenue, VIP status, or any other criteria.
What metrics go into health scoring?
Tell Notis what matters to your business. Examples: engagement (support tickets, logins), revenue growth, open issues, renewal date proximity, or NPS.
Can we alert if an account's health drops?
Yes. Set up an additional automation to send urgent alerts if any account's health score drops below a threshold.
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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