Move confirmed order requests from Slack to Dynamics 365
When a customer order is confirmed in a Slack conversation, Notis can create a Dynamics 365 sales order to keep the next steps together.
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 Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Why this helps
Confirmed orders discussed in chat can wait too long for someone to enter them into the system.
- Move confirmed orders toward processing sooner.
- Retain useful order context from Slack.
- Reduce the cognitive load of tracking manual entry.
Setup
Build it in a few focused steps.
- 1Connect Slack and Dynamics 365 to Notis once.
- 2Create an automation and write one plain-language instruction for recognizing confirmed orders and creating a Dynamics 365 sales order.
- 3Choose Slack Channel Message Received, select a channel for run reports, and test with one real confirmed order request.
Questions about this workflow
Will a tentative request create an order?
Tell Notis to create an order only when the message clearly indicates the request is confirmed.
What if order information is incomplete?
Instruct Notis to use only information available in the conversation and report when it cannot confidently complete the action.
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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