Carry lead follow-up details from Slack into Dynamics 365
When a teammate shares a new lead detail or follow-up decision in Slack, Notis can update the matching Dynamics 365 lead.
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
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Lead updates can be scattered across Slack conversations and CRM records, leaving the next action unclear.
- Keep useful follow-up context near the lead.
- Reduce manual note copying after sales discussions.
- Make it easier to pick up a lead after an interruption.
Setup
Build it in a few focused steps.
- 1Connect Slack and Dynamics 365 once through the Notis portal.
- 2Create an automation with a plain-language instruction describing which lead updates to capture and how to identify the existing lead.
- 3Select Slack Channel Message Received, choose a channel for run reports, and test with one actual lead update.
Questions about this workflow
Will this create a new lead?
This workflow is intended to update an existing lead. State that clearly in the instruction and provide enough context to identify it.
Can it ignore messages that do not change the follow-up?
Describe which confirmed details or decisions should cause an update.
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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