Update Dynamics leads when prospects reply on WhatsApp
Make a prospect’s latest reply visible in Dynamics without asking someone to reconstruct the conversation later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
The CRM can miss a prospect’s response when the team is busy handling the conversation in WhatsApp.
- Keep lead context current after a reply
- Reduce manual follow-up notes
- Help the team see recent prospect activity
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 lead with reply context from a 2chat webhook payload that identifies the lead.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real reply webhook for a known lead.
Questions about this workflow
Can this create a lead when no matching lead exists?
No. This workflow uses Update Lead. It requires an existing lead that can be identified from available information.
Does it read the full WhatsApp history?
Not by itself. Notis can use the reply or conversation context included in the webhook payload.
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.
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Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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