Automate Contact Onboarding
New contacts get onboarding materials instantly via Telegram instead of hunting for PDFs or waiting for email. Smooth handoff, less friction.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Send Document
Send general files (documents) to a telegram chat using the bot api.
Why this helps
New contacts join your system but don't get onboarding docs until someone remembers to send them. They hit adoption friction while you're busy elsewhere.
- Get new contacts ramped up faster with immediate resource access
- Reduce manual handoff tasks
- Improve adoption rates with frictionless document delivery
- Keep everything in one communication channel
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Telegram to Notis.
- 2Create an automation: 'When a new contact is created in Salesforce, send onboarding documents (contracts, guides, FAQs) to Telegram.'
- 3Select 'New Contact Trigger' as your trigger.
- 4Upload your onboarding materials or link to them in your prompt.
- 5Test by creating a new contact in Salesforce and verify the documents arrive on Telegram.
Questions about this workflow
Can we personalize documents by company or role?
Yes. Tell Notis to include different documents based on contact information. For example, 'Send enterprise onboarding docs to contacts at large companies, starter guides to others.'
What file formats work?
PDFs, images, and most document formats work. Notis can also generate formatted Telegram messages with links to cloud documents if you prefer.
Can contacts access these documents later?
Yes. Documents stay in the Telegram conversation thread for reference. You can also include links to your knowledge base or resource library.
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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