Save customer details from WhatsApp as Dynamics contacts
Turn details customers share in chat into contact records without relying on someone to remember them later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Names and contact details shared in a conversation are easy to lose before they make it into Dynamics.
- Capture customer details while they are available
- Make contact information accessible to the team
- Avoid retyping details from chat
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 contact using the customer details included in the 2chat webhook payload.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real webhook containing customer details.
Questions about this workflow
Does this find and update an existing contact?
This workflow uses the Create Contact action, so it creates a contact. It does not check for or update an existing record.
Which details can it save?
Notis can use the details included in the webhook payload. The payload needs to contain the information you want available for contact creation.
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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