Capture WhatsApp prospect inquiries as Dynamics leads
Give every promising WhatsApp conversation a place in your sales pipeline without interrupting the conversation to update your CRM.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Prospect details and intent can get buried in chats while you switch between WhatsApp and your CRM.
- Keep new prospects visible in Dynamics
- Preserve inquiry context for sales follow-up
- Reduce manual CRM entry after a 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 lead from a 2chat webhook payload containing a new prospect inquiry, using only the details provided.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real inquiry webhook.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Configure 2chat or your integration to send the inquiry payload to that webhook.
What if the message has no contact details?
Notis can only use details included in the webhook payload. Add the missing information before sending the request if Dynamics needs it.
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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