Keep Dynamics 365 opportunities aligned with Slack decisions
Once a buyer or team agrees on a concrete next step in Slack, Notis can update the corresponding opportunity so the CRM stays useful.
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 Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Sales follow-ups agreed in chat can remain invisible in the opportunity record.
- Keep agreed next steps connected to the opportunity.
- Reduce duplicate review of Slack and CRM.
- Make sales follow-through easier to resume.
Setup
Build it in a few focused steps.
- 1Connect Slack and Dynamics 365 to Notis once through the portal.
- 2Create an automation with one plain-language instruction for recognizing a confirmed next step and updating the matching opportunity.
- 3Choose Slack Channel Message Received, select a run-report channel, and test with one real sales decision.
Questions about this workflow
What counts as a confirmed next step?
Specify the kinds of concrete agreements that should update the opportunity, such as a scheduled follow-up or promised deliverable.
How should the matching opportunity be found?
Include an identifying company or deal reference in the Slack discussion and ask Notis to use that context.
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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