Auto-Share Deal Documents
New opportunity arrives in Salesforce. Relevant contract templates hit Telegram immediately. Sales team has docs before they ask.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Send Document
Send general files (documents) to a telegram chat using the bot api.
Why this helps
Opportunities sit in Salesforce for days before sales gets contract templates. Time wasted hunting for the right doc version.
- Get contracts to the sales team within seconds of opportunity creation
- Reduce time spent hunting for correct doc versions
- Ensure consistent contracting across the team
- Speed up deal cycle
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Telegram to Notis.
- 2Create an automation: 'When an opportunity is created in Salesforce, send relevant contract templates based on opportunity type or value to Telegram.'
- 3Select 'New or Updated Opportunity' as your trigger and specify 'new only'.
- 4Upload or reference your contract templates in the automation prompt.
- 5Test by creating a new opportunity in Salesforce and verify contracts arrive on Telegram.
Questions about this workflow
Can we send different contracts based on deal size?
Yes. Tell Notis to choose contract templates based on opportunity value (e.g., 'SMB contracts for deals under $10k, enterprise contracts for larger deals').
What if a contract needs customization?
Send the base template to Telegram, and salespeople customize it there or download and modify. Notis can also include links to customization guides.
Can we track contract usage?
Yes. Notis can log which contracts were sent for which opportunities, creating an audit trail of document usage.
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
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Telegram.