Keep promising chatbot leads from slipping through
When a Chatforma conversation shows buying intent, let Notis create a Dynamics365 lead so you can follow up without copying details between tools.
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
A useful chat can disappear into a bot dashboard while follow-up waits for someone to notice it.
- Moves qualified interest into the CRM promptly.
- Reduces re-reading chats and retyping prospect context.
- Keeps follow-up work in the sales system you already use.
Setup
Build it in a few focused steps.
- 1Connect Chatforma and Dynamics365 to Notis once in the portal.
- 2Open Automations -> New Automation, or ask Notis conversationally to create this workflow.
- 3In one plain-language instruction, tell Notis to create a Dynamics365 lead from each incoming Chatforma conversation that meets your qualification criteria.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Send one real qualifying conversation to the webhook and confirm the lead appears in Dynamics365.
Questions about this workflow
Does Chatforma need a built-in Notis trigger?
No. Chatforma has no exposed integration trigger here, so an external tool or custom backend sends the conversation to a Notis webhook.
Can I say what counts as qualified?
Yes. Describe your qualification rule in the plain-language automation prompt and test it with a real example.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatforma to Dynamics365. A trigger fires from one place; an action lands in another.
Chatforma 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.
Chatforma and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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