Create Dynamics365 leads from Discord threads
Keep prospect conversations moving after the thread starts.
Trigger
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
A promising thread can span many replies before anyone records the opportunity.
- Capture complete thread context
- Avoid manual CRM summaries
- Make follow-up easier to prioritize
Setup
Build it in a few focused steps.
- 1Connect Discord and Dynamics365 in Notis once.
- 2Create an automation named Discord prospect thread to Dynamics lead.
- 3Tell Notis to identify genuine prospect discussions and create a lead with the need, context, and suggested next step.
- 4Pick the New Thread Created trigger and choose a report channel.
- 5Test with one real prospect thread and review the run report.
Questions about this workflow
Does it wait for all replies?
The trigger starts when the thread is created, so instruct Notis to use available context and follow up later if needed.
Can it create a lead only for qualified discussions?
Yes. Define your qualification criteria in the prompt.
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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