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Notis

Create Dynamics365 leads from Discord reactions

Follow up on interest while the conversation is still warm.

Trigger

Message Reaction Added

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

Action

Create Lead

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

Why this helps

People signal interest with reactions, but those signals rarely reach the CRM.

  • Respond while interest is fresh
  • Reduce lead entry work
  • Retain message level evidence

Setup

Build it in a few focused steps.

  • 1Connect Discord and Dynamics365 in Notis once.
  • 2Create an automation named Discord reaction to Dynamics lead.
  • 3Tell Notis to create a lead for qualifying reactions and include the reacted message, author, and reason for qualification.
  • 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 require both a reaction and message intent?

Yes. Instruct Notis to qualify the reaction together with the original message content.

Can it report low confidence signals?

Yes. Ask Notis to report them for review without creating a lead.

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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