Keep lead records aligned with new chat context
When a returning prospect shares a meaningful update in Chatforma, ask Notis to update the matching Dynamics365 lead instead of leaving the latest context in the bot.
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
A CRM record becomes less useful when the prospect's latest needs remain only in a separate chat tool.
- Keeps a known lead's context current.
- Reduces duplicate notes and manual CRM maintenance.
- Helps you re-enter a sales conversation with less catch-up.
Setup
Build it in a few focused steps.
- 1Connect Chatforma and Dynamics365 to Notis once in the portal.
- 2Create the automation in the portal or ask Notis conversationally.
- 3Write one instruction asking Notis to find and update the matching Dynamics365 lead when a new Chatforma message changes its sales context.
- 4Pick an incoming webhook trigger and a channel for run reports.
- 5Test with one returning lead conversation and inspect the updated record.
Questions about this workflow
What if Notis cannot confidently identify the existing lead?
Tell Notis in the prompt to avoid changing a record when the match is unclear, and test your identification approach.
Does this create a new lead?
This workflow is intended for an existing lead; use a separate lead-creation workflow for new prospects.
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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