Update Dynamics opportunities from WhatsApp deal updates
Keep opportunity details current when a meaningful deal change arrives in a WhatsApp conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Important changes get mentioned in chat, then sit there while the CRM record falls behind.
- Keep opportunity records closer to the latest conversation
- Reduce manual CRM maintenance
- Make deal changes easier for the team to find
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 update the existing Dynamics opportunity using its identifier and the new deal details in a 2chat webhook payload.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real update webhook for a known opportunity.
Questions about this workflow
What does the webhook need to identify?
It needs to include enough information to identify the existing opportunity, along with the new details you want considered.
Can this update an opportunity without its identifier?
The action updates an existing opportunity, so the workflow needs a reliable way to identify the record. Supply the identifier in the webhook or another available input.
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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