Connect new customer Slack channels to Dynamics 365 accounts
A newly opened customer channel can be a prompt to make sure the company has a Dynamics 365 account for ongoing work.
Trigger
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Setting up a channel and setting up the customer record are separate steps, so one can be forgotten.
- Tie customer collaboration spaces to CRM account coverage.
- Reduce a repeated onboarding reminder.
- Make the account setup step easier to catch.
Setup
Build it in a few focused steps.
- 1Connect Slack and Dynamics 365 to Notis once through the portal.
- 2Create an automation with a plain-language instruction to use new channel context to create the relevant account only when appropriate, and to avoid guessing missing details.
- 3Pick Slack New Channel Created, choose a run-report channel, and test with one customer-channel setup example.
Questions about this workflow
Does every new Slack channel represent a customer?
No. Describe how a customer channel can be recognized and instruct Notis to avoid creating an account when the purpose is unclear.
Can the channel name provide the company name?
Instruct Notis to use channel information only when it clearly identifies the company, and to report ambiguity.
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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