Real-Time Deal Pipeline Visibility

Watch your deals move through the pipeline as they happen. Every stage change shows up in Telegram so you and your team stay synced.

Trigger

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

Telegram logo

Action

Send Message

Send a text message to a telegram chat using the bot api.

Why this helps

Your sales pipeline is buried in Salesforce tabs. You miss deals stalling mid-cycle or moving unexpectedly, causing surprises at month-end.

  • See every opportunity move in real time without logging into CRM
  • Spot deals stuck in early stages and unblock them faster
  • Share pipeline momentum with stakeholders instantly
  • Prevent surprise forecasting shortfalls with early visibility

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Telegram to Notis.
  • 2Create an automation with this prompt: 'When an opportunity is created or changes stage in Salesforce, send a Telegram message showing the deal name, stage, value, and close date.'
  • 3Select 'New or Updated Opportunity' as your trigger.
  • 4Pick your Telegram channel for deal updates.
  • 5Test by changing an opportunity stage in Salesforce and confirm the Telegram alert.

Questions about this workflow

Will I get spammed with notifications?

You'll get one alert per stage change or new opportunity. If that's too much, you can adjust the automation to only notify on specific stages (e.g., 'only when moving to Negotiation or Closed Won').

Can we track deal velocity?

Yes. Tell Notis to include how long the opportunity has been in the current stage, or ask for a weekly summary of deals that haven't moved in 7+ days.

What if I want different alerts for different deal sizes?

Create separate automations. For example, one for deals over $50k (sends alerts to leadership) and another for smaller deals (sends to sales team).

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 logo

Salesforce triggers

Telegram logo

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.

TriggerPolling

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.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Delete Message

Delete a message, including service messages, with certain limitations.

ActionInstant

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.

TriggerPolling

Edit Message

Edit text messages sent by the bot.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

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.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Forward Message

Forward messages of any kind. service messages can't be forwarded.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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.).

ActionInstant

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.

TriggerPolling

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.

ActionInstant

Get Chat History

Get chat history messages. note: this uses the getupdates method with specific parameters to retrieve historical messages.

ActionInstant

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

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