Weekly Pipeline Digest to Telegram
Every Monday morning, get a complete summary of your pipeline in Telegram. No tabs needed. Everything you need to know in one message.
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 rely on 'gut feel' about what's in your pipeline because running reports takes focus. Weekly surprises mean you weren't actually tracking.
- Get pipeline visibility every week without logging into CRM
- Catch stalled deals before they become problems
- Keep remote teams aligned on deal status
- Reduce meeting time by having digest as reference
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Telegram to Notis.
- 2Create an automation: 'Every Monday at 9am, send a Telegram message summarizing all open opportunities by stage, total pipeline value, and deals closing this week.'
- 3Select 'Weekly Schedule' as your trigger type and pick Monday morning.
- 4Choose your Telegram channel.
- 5Test by triggering the automation manually and refine the summary format if needed.
Questions about this workflow
Can we customize which data shows up in the digest?
Yes. Tell Notis exactly what matters: deal count by stage, total value, top 5 largest deals, high-risk deals, or anything else you want weekly.
What if we want different frequency?
Change the schedule to daily, twice weekly, or whenever you prefer. Many teams do daily morning standups instead of weekly.
Can we include forecasting or trend data?
Yes. Notis can calculate week-over-week pipeline changes or show deals that haven't moved in 10+ days.
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.