Turn Slack prospect mentions into Dynamics 365 leads
Capture a prospect shared in a Slack channel as a Dynamics 365 lead, so a promising name is easier to follow up.
Connect Slack to Dynamics365
When something happens in Slack, Notis takes the next step in Dynamics365. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Triggers when a new channel is created.
Do this · Action
Retrieves one page of Dynamics 365 invoices.
Examples
Ways Notis can move work from Slack to Dynamics365
Turn Slack deal briefs into Dynamics 365 opportunities
Create a Dynamics 365 opportunity from a qualified deal discussed in Slack, with the shared context ready for the next step.
Save Slack contact introductions to Dynamics 365
Turn a useful contact introduction in a Slack channel into a Dynamics 365 contact record.
Capture company referrals as Dynamics 365 accounts
Create a Dynamics 365 account when a Slack channel message shares a relevant company referral.
Turn Slack customer issues into Dynamics 365 cases
Capture a customer issue reported in Slack as a Dynamics 365 case for clearer ownership and follow-up.
Capture prospects shared in Slack DMs
Turn a prospect sent to you by direct message into a Dynamics 365 lead, with the original context for follow-up.
Save contact handoffs from Slack DMs
Record a contact recommended in a Slack direct message as a Dynamics 365 contact for future reference.
Use a Slack reaction to approve a lead update
Apply a defined Slack approval reaction to a lead message and have Notis update the corresponding Dynamics 365 lead.
Record opportunity decisions from Slack reactions
Use an agreed reaction on an opportunity discussion to update its Dynamics 365 record after team approval.
Supported Triggers and Actions
Notis builds workflows that link Slack to Dynamics365. A trigger fires from one place; an action lands in another.
Slack 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
Retrieves one page of Dynamics 365 invoices.
ActionInstant
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
TriggerInstant
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
ActionInstant
New Channel Created Trigger
Triggers when a new channel is created.
TriggerInstant
Add Contact to Account
Links an existing contact to an existing account, replacing the contact’s current parent customer.
ActionInstant
Channel Message Received
Triggers when a message is posted in a channel, excluding direct messages.
TriggerInstant
Create Account
Create a new account record.
ActionInstant
Direct Message Received
Triggers when a new direct message, including a thread reply, is sent to a user.
TriggerInstant
Create Email Activity
Creates and stores a draft email activity without sending the email.
ActionInstant
Message Reaction Added
Triggers when a reaction is added to a message.
TriggerInstant
Assign User Security Role
Assigns a security role to a system user; requires administrator privileges and changes their permissions.
ActionInstant
Message Reaction Removed
Triggers when a reaction is removed from a message.
TriggerInstant
Create Case
Creates a new case in Dynamics CRM.
ActionInstant
New Bot Message Received Trigger
Triggers when a bot posts a new message in a channel.
TriggerInstant
Create Product
Creates a catalog product and returns its selected representation.
ActionInstant
Trigger Types
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a schedule (recurring or one-time), and a change in one of your Notis databases.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,500+ apps can start a workflow.
New Notion pageStripe chargeCalendar event
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Any HTTP POSTCustom backendIoT event
Works with
ZapierPipedream
Most used
Scheduled triggers
Run a workflow on the clock, on a recurring schedule or once at a set date and time. Daily standups, hourly syncs, a one-off launch reminder: the workhorse of Notis.
Daily · 8:00Weekdays onlyOnce · Dec 13
Beta
Database triggers
Fire when a row in one of your Notis databases is added or edited, with optional filters on its properties. New lead added, status changed, value crosses a limit.
Row addedProperty editedValue > limit
Why AI automation
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Classic automationAI automation
Cost
$ · pay per run
$$ · AI models per run
Reliability
Breaks on schema change
Adapts to format changes
Setup
Click 8 dropdowns
Describe it in English
Handles fuzzy
Hard-coded fields only
Reads intent, summarises
Human in loop
Bolted on
Built in · approval inbox
Maintenance
You own every break
Self-heals · we own it
Ease of use
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
TriggerRow added to "Q4 OKRs"
Condition✦Status = "Blocked"
AI step✦Summarise the blocker in plain English
ActionDM the row owner with summary
Timeout✦No reply in 24h → ping you
Observability
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
All12Manager5Telegram1Messages0WhatsApp2Email4Slack8
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
Related pairs
More ways to connect Slack and Dynamics365
Connect any two apps with Notis in the middle.
Slack and Dynamics365, or any other combination from 1,500+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dynamics365.