Update Dynamics365 opportunities from Discord messages
Keep deal progress current while your team talks in Discord.
Trigger
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Important deal changes stay trapped in chat and leave pipeline data stale.
- Reduce stale pipeline data
- Capture decisions near the source
- Make forecasts easier to trust
Setup
Build it in a few focused steps.
- 1Connect Discord and Dynamics365 in Notis once.
- 2Create an automation named Discord deal update to Dynamics opportunity.
- 3Tell Notis to match a message to the correct opportunity and update only the deal facts stated in the conversation.
- 4Pick the New Discord Message trigger and choose a report channel.
- 5Test with one real deal update and review the run report.
Questions about this workflow
What if no matching opportunity exists?
Tell Notis to report the unmatched update instead of creating a duplicate opportunity.
Can it avoid overwriting unknown values?
Yes. Instruct Notis to change only fields supported by the message and leave other values untouched.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Dynamics365. A trigger fires from one place; an action lands in another.
Discord 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.
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
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.
Discord and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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