Create Dynamics accounts from WhatsApp company inquiries
Keep company inquiries attached to a shared CRM record instead of leaving the company context in one person’s chat history.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
A useful company conversation can stay trapped in a personal chat instead of becoming visible to the team.
- Make company inquiries visible across the team
- Keep account records in Dynamics
- Reduce manual entry after business chats
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 account from company details in a 2chat webhook payload.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real company inquiry webhook.
Questions about this workflow
What information should the webhook include?
Include the company details needed for the account, such as its name and any other information you want Notis to use.
Will this merge duplicate accounts?
No. The selected action creates an account and does not provide a duplicate-check or merge operation.
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
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