Keep opted-in chatbot contacts easy to find
When a Chatforma user shares their details and agrees to stay in touch, Notis can create a Dynamics365 contact from the conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Contact details and consent context can stay buried in chat history, making later outreach harder to organize.
- Stores opted-in contacts in a shared CRM record.
- Helps preserve why a person entered your contact list.
- Cuts the friction of transferring details from bot conversations.
Setup
Build it in a few focused steps.
- 1Connect Chatforma and Dynamics365 to Notis once in the portal.
- 2Create a new automation in the portal or describe it to Notis in a channel.
- 3Write one instruction asking Notis to create a Dynamics365 contact only when a Chatforma user has shared their details and agreed to follow-up.
- 4Select an incoming webhook trigger and choose where Notis should report runs.
- 5Send one consented contact example and verify the record in Dynamics365.
Questions about this workflow
Can this distinguish an inquiry from an opted-in contact?
Describe the consent condition in the prompt, then test with a conversation that clearly includes that agreement.
How does the conversation reach Notis?
A connected external service or custom backend posts the relevant Chatforma data 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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