Keep sales orders aligned with confirmed Slack changes
A confirmed order change shared in Slack can prompt Notis to update its Dynamics 365 sales order, reducing the chance of working from stale information.
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 Sales Order
Updates an existing sales order entity record in dynamics crm using the web api.
Why this helps
Order changes can be discussed in chat while the system record still reflects the previous agreement.
- Reduce the gap between an agreed change and the order record.
- Keep order follow-through tied to the conversation.
- Lower the chance of acting on outdated order details.
Setup
Build it in a few focused steps.
- 1Connect Slack and Dynamics 365 to Notis once.
- 2Create an automation with a plain-language instruction for recognizing approved order changes and identifying the existing sales order to update.
- 3Choose Slack Channel Message Received, select a run-report channel, and test with one real order change.
Questions about this workflow
How can it avoid treating suggestions as approved changes?
Explain in the prompt what explicit confirmation looks like and ask Notis to update only after that signal.
What if the order reference is unclear?
Tell Notis to report uncertainty instead of guessing which sales order to 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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