Welcome New Contacts
New contacts get a warm Telegram message introducing your team and next steps. Strong first impression at scale, no manual sending.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Send Message
Send a text message to a telegram chat using the bot api.
Why this helps
New contacts join your CRM but get no welcome. First touchpoint is impersonal and delayed. You miss the opportunity to set tone.
- Make new contacts feel welcomed immediately
- Set professional tone from first interaction
- Reduce ramp time with clear next-step communication
- Personalize at scale without manual effort
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Telegram to Notis.
- 2Create a new automation with this instruction: 'When a new contact is created in Salesforce, send a Telegram message welcoming them by name, introducing yourself and the team, and explaining what to expect next.'
- 3Select 'New Contact Trigger' as your trigger.
- 4Choose your Telegram channel or group.
- 5Test by creating a new contact in Salesforce and verify the welcome message.
Questions about this workflow
Can we personalize the welcome message?
Yes. Include contact name, company, title, or any Salesforce field. You can also vary the message tone based on contact role or company size.
What if contact information is incomplete?
Tell Notis to ask for missing information in the message or skip personalizations if data isn't available.
Can we include contact-specific resources?
Yes. Link to your resource library, scheduling links, product docs, or anything that helps new contacts get started.
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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