Capture WhatsApp buying signals as Dynamics opportunities
Make a clear buying conversation visible in your pipeline while the details are still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
A prospect can signal readiness in chat and still be missed when no one has time to update the opportunity pipeline.
- Bring buying signals into the sales pipeline
- Keep the prospect context with the opportunity
- Cut the delay between chat and CRM updates
Setup
Build it in a few focused steps.
- 1Connect 2chat and Dynamics 365 once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to create a Dynamics opportunity when a 2chat webhook contains a buying signal, using only the supplied prospect and deal details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real buying-intent webhook.
Questions about this workflow
Can Notis decide whether a message is a buying signal?
You can instruct Notis to assess the message in the webhook payload. The payload must include the message or relevant conversation context.
Can it set a deal value automatically?
Only provide a deal value when it is present in the payload or supplied in your instruction. Do not assume an amount that is not available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Dynamics365. A trigger fires from one place; an action lands in another.
2chat triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
2chat and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.