Create Dynamics365 contacts from new Discord members
Welcome the right people and remember them beyond the server.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
New members arrive with useful context, but nobody records the relationship consistently.
- Prioritize high value relationships
- Keep member context in CRM
- Reduce repetitive research
Setup
Build it in a few focused steps.
- 1Connect Discord and Dynamics365 in Notis once.
- 2Create an automation named New Discord member to Dynamics contact.
- 3Tell Notis to create a contact only when the member appears relevant and summarize the available profile context.
- 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 skip irrelevant members?
Yes. Define the customer or partner profile in the instruction and ask Notis to report skipped members.
Does it enrich profiles from outside Discord?
Only if you provide an approved source or connected data source; otherwise it uses available Discord details.
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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