Instant Account Interest Assessment
When a new account lands, get your team's quick read on fit and interest through a Telegram poll. No meeting needed, just instant consensus.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Send Poll
Send a native poll to a telegram chat using the bot api.
Why this helps
New accounts arrive but you don't quickly establish whether they're hot opportunities or long-term nurture. Hours pass before you prioritize internally.
- Quickly gauge team consensus on deal fit without meetings
- Speed up account prioritization
- Reduce decision paralysis with instant feedback loops
- Keep team aligned on what matters
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Telegram to Notis.
- 2Create an automation: 'When a new account is created in Salesforce, send a Telegram poll asking the team to rate deal fit (High/Medium/Low) and predict close timeline.'
- 3Select 'Account Created or Updated' as your trigger and specify 'new accounts only'.
- 4Choose your team's Telegram channel.
- 5Test by creating a new account in Salesforce and answer the poll that appears.
Questions about this workflow
What happens with the poll results?
Results stay in Telegram for reference. You can ask Notis to summarize the consensus and update the Salesforce account record with the team's assessment.
Can we ask different questions?
Yes. Tell Notis what you want to learn from each new account—deal fit, budget confidence, timeline certainty, or whatever helps your team prioritize.
Do all accounts get polls?
You can filter. For example, only poll on accounts over a certain value or from specific industries to avoid poll fatigue.
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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