Check your EspoCRM account context from Telegram
Ask in Telegram and get the EspoCRM profile Notis is working with, without switching apps to look it up.
Trigger
New Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
Action
Get App User
Tool to retrieve current user data including token, acl, and preferences. use after successful authentication to fetch session-specific profile.
Why this helps
When several accounts or workspaces are in play, it is easy to lose track of which EspoCRM session is active.
- Confirm the active EspoCRM user before relying on CRM context.
- Keep an account check inside the chat where the request started.
- Reduce uncertainty before a follow-up task.
Setup
Build it in a few focused steps.
- 1Connect Telegram and EspoCRM to Notis once through the portal.
- 2Create an automation in the portal, or ask Notis conversationally to check your EspoCRM session when a Telegram message arrives.
- 3Use one plain-language instruction: when I ask about my EspoCRM account in Telegram, retrieve my current user profile and summarize the useful session preferences.
- 4Select Telegram's New Message Received trigger and choose a channel for run reports.
- 5Send a real account-check request in Telegram and confirm the returned profile is the expected one.
Questions about this workflow
Does this create or update CRM records?
No. The available EspoCRM action retrieves current user data, including profile and preferences; it does not create or edit CRM records.
Can I ask from a Telegram group?
Yes, if the bot can receive the message. Telegram group privacy settings may need to be disabled for the bot to receive every group message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Espocrm. A trigger fires from one place; an action lands in another.
Telegram triggers
Espocrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get App User
Tool to retrieve current user data including token, acl, and preferences. use after successful authentication to fetch session-specific profile.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Metadata
Tool to retrieve metadata information from espocrm. use when you need to discover system configuration, user details, acl, and translations right after authentication.
New Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Connect any two apps with Notis in the middle.
Telegram and Espocrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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