Keep business inquiries attached to the right company
When a Chatforma conversation identifies a relevant organization, Notis can create a Dynamics365 account so company context is easier to maintain.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Company details can be scattered across chats, leaving you to reconstruct which organization an inquiry represents.
- Creates a central account record for identified organizations.
- Makes company context available for future sales work.
- Reduces repeated lookup and manual data entry.
Setup
Build it in a few focused steps.
- 1Connect Chatforma and Dynamics365 to Notis once via the portal.
- 2Create an automation from the portal or ask Notis for it conversationally.
- 3Describe in one prompt when a Chatforma conversation provides enough company information to create a Dynamics365 account.
- 4Choose an incoming webhook trigger and a channel for run updates.
- 5Send a real company inquiry example and verify the account in Dynamics365.
Questions about this workflow
Should this create an account for every organization mentioned?
State your inclusion rule in the prompt so incidental mentions do not qualify, and validate with an example.
What starts the automation?
A custom backend or another external tool sends the relevant conversation to the Notis webhook.
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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