Approve lead updates with a Slack reaction
A reaction can signal that a lead update is ready. Notis can use that signal to update the matching Dynamics 365 lead according to your instruction.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
After agreeing on a lead change in chat, someone still has to remember to update the CRM.
- Turn a lightweight approval signal into CRM follow-through.
- Reduce the steps between team agreement and record update.
- Keep lead information aligned with the decision in Slack.
Setup
Build it in a few focused steps.
- 1Connect Slack and Dynamics 365 once through the Notis portal.
- 2Create an automation and describe in plain language which reaction means a lead update is approved and how Notis should identify and update the record.
- 3Choose Slack Message Reaction Added, select a run-report channel, and test by reacting to one real lead discussion.
Questions about this workflow
Can a reaction alone identify the change?
Have the message or thread contain the lead and the agreed change, and instruct Notis how to interpret it.
Can the trigger be limited to a specific emoji or channel?
The Slack reaction trigger supports optional channel and emoji filtering.
When this happens · Trigger
Do this · Action
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.
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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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