Weekly Contact Changes Digest
Every Friday afternoon, see a summary of contact moves, role changes, and new contacts added. Proactively adjust your relationship strategy.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Message
Send a text message to a telegram chat using the bot api.
Why this helps
You discover a key contact left their company weeks later when you try to reach them. Weekly relationship monitoring feels too tedious to do manually.
- Catch relationship changes weekly instead of by accident
- Plan relationship re-cultivation for moved contacts
- Identify new contacts at existing accounts
- Reduce context-switching with weekly review
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Telegram to Notis.
- 2Create an automation: 'Every Friday at 4pm, send a Telegram message summarizing all contact updates this week: new contacts added, role changes, company moves, and deactivated contacts.'
- 3Select 'Weekly Schedule' as your trigger and pick Friday afternoon.
- 4Choose your Telegram channel.
- 5Test by running the automation and refine the summary format.
Questions about this workflow
Can we highlight VIP contact changes?
Yes. Tell Notis to flag changes for contacts at key accounts or with high opportunity value differently.
What if no contacts changed this week?
Notis will note that contacts are stable. You can configure it to skip the message if nothing changed or send a brief 'no changes' note.
Can we include new contact onboarding status?
Yes. Include whether new contacts have completed onboarding or any training required by your process.
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.
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When this happens · Trigger
Do this · Action
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