Create Dynamics365 accounts from Discord members
Turn partner and company arrivals into organized account records.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Organizations represented in your community remain invisible in CRM until someone manually researches them.
- Track relevant organizations early
- Reduce account setup work
- Preserve community context
Setup
Build it in a few focused steps.
- 1Connect Discord and Dynamics365 in Notis once.
- 2Create an automation named New member to Dynamics account.
- 3Tell Notis to create an account only when the member clearly represents a relevant organization and include available evidence.
- 4Pick the New Member Joined trigger and choose a report channel.
- 5Test with one real member join and review the run report.
Questions about this workflow
Can it distinguish people from companies?
Yes. Instruct Notis to create an account only when organization evidence is available.
Can it avoid duplicate accounts?
Ask Notis to check for an existing matching account before creating one.
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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