Move customer issues from Slack into Dynamics 365
A clear report in Slack can become a Dynamics 365 case through Notis, giving the team a more dependable place to track what needs attention.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Customer issues mentioned in internal Slack conversations can lack a durable support record.
- Give reported customer issues a structured place to track.
- Keep the original problem description available.
- Reduce the chance that chat-only support requests are missed.
Setup
Build it in a few focused steps.
- 1Connect Slack and Dynamics 365 to Notis once in the portal.
- 2Create an automation and describe in plain language which customer issue reports should create a Dynamics 365 case.
- 3Select Slack Channel Message Received, choose a run-report channel, and test with one real issue report.
Questions about this workflow
Can it ignore general discussion about customers?
Include clear criteria in the instruction for what counts as an issue that needs a case.
Will the case include the reported problem?
Instruct Notis to use the issue details present in the Slack message when creating the case.
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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