Move Slack deal briefs into your opportunity pipeline
When your team shares a concrete deal in Slack, Notis can turn the discussion into a Dynamics 365 opportunity for structured follow-up.
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 Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
A deal can be discussed and agreed in Slack without ever reaching the pipeline.
- Keep qualified deal discussions connected to the sales pipeline.
- Preserve Slack context when opening an opportunity.
- Avoid relying on someone to recreate the deal later.
Setup
Build it in a few focused steps.
- 1Connect Slack and Dynamics 365 to Notis once through the portal.
- 2Create an automation and give Notis one plain-language instruction for recognizing a qualified deal brief and creating a Dynamics 365 opportunity.
- 3Select Slack Channel Message Received, choose where run reports should go, and test with one real deal brief.
Questions about this workflow
How does Notis know a deal is qualified?
State the signs of a qualified deal in your plain-language instruction, such as a named buyer and an agreed next step.
Does this create an opportunity for every sales update?
Your instruction should specify which Slack messages warrant a new opportunity.
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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