Review Dynamics365 leads from Discord requests
Answer pipeline questions without leaving the conversation.
Trigger
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Action
Dynamicscrm get all leads
Dynamicscrm get all leads
Why this helps
Leaders ask for lead status in Discord, then spend time switching tools and assembling answers.
- Answer status questions quickly
- Reduce context switching
- Highlight follow-up priorities
Setup
Build it in a few focused steps.
- 1Connect Discord and Dynamics365 in Notis once.
- 2Create an automation named Discord lead review.
- 3Tell Notis to retrieve all Dynamics365 leads and summarize the records relevant to the request, including clear gaps or next actions.
- 4Pick the New Discord Message trigger and choose a report channel.
- 5Test with one real status request and review the run report.
Questions about this workflow
Can it summarize only a segment?
Yes. Include the segment or criteria in the Discord request and tell Notis to apply it.
Does it modify CRM data?
No. This workflow retrieves and summarizes leads using the Get all leads action.
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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