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Notis

Update Dynamics365 leads from Discord reactions

Keep lead engagement visible while conversations are active.

Trigger

Message Reaction Added

Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.

Action

Update Lead

Updates an existing lead entity record in dynamics crm using the web api.

Why this helps

Leads interact with community content, but that activity rarely reaches their CRM record.

  • Improve lead context
  • Prioritize engaged prospects
  • Reduce manual activity logging

Setup

Build it in a few focused steps.

  • 1Connect Discord and Dynamics365 in Notis once.
  • 2Create an automation named Discord reaction to lead update.
  • 3Tell Notis to match qualifying reactions to an existing lead and add the engagement context without changing unsupported details.
  • 4Pick the Message Reaction Added trigger and choose a report channel.
  • 5Test with one real reaction and review the run report.

Questions about this workflow

Can it update only matched leads?

Yes. Tell Notis to report unmatched reactions instead of creating new records.

Can it add a follow-up suggestion?

Yes. Ask Notis to include a concise next step in the updated lead context.

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.

TriggerScheduled

Get all invoices action

Get all invoices action

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Account

Creates a new account entity record in dynamics crm using the web api.

ActionInstant

New Discord Message Trigger

Polls a specific Discord channel for new messages.

TriggerPolling

Create Case

Creates a new case (incident) entity record in dynamics crm using the web api.

ActionInstant

New Member Joined

Triggered when a new member joins a Discord server (guild) you manage.

TriggerPolling

Create Contact

Creates a new contact entity record in dynamics crm using the web api.

ActionInstant

Message Reaction Added

Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.

TriggerPolling

Create Invoice

Creates a new invoice entity record in dynamics crm using the web api.

ActionInstant

New Thread Created

Triggered when a new thread is created in a Discord channel within a monitored server.

TriggerPolling

Create Lead

Creates a new lead entity record in dynamics crm using the web api.

ActionInstant

Message Edited

Triggered when an existing message in a monitored Discord channel is edited.

TriggerPolling

Create Opportunity

Creates a new opportunity entity record in dynamics crm using the web api.

ActionInstant

Create Sales Order

Creates a new sales order entity record in dynamics crm using the web api.

ActionInstant

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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