Capture prospects from Slack in Dynamics 365
When someone shares a potential customer in a Slack channel, Notis can create a Dynamics 365 lead and preserve the useful context from the message.
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 Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Prospect details shared in busy channels can disappear before anyone adds them to the CRM.
- Record promising prospects while the conversation is fresh.
- Reduce manual copying between Slack and the CRM.
- Keep the original message context available for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Slack and Dynamics 365 to Notis once through the portal.
- 2Create an automation in the portal and describe in plain language how Notis should recognize a prospect and create a Dynamics 365 lead with relevant message context.
- 3Choose the Slack Channel Message Received trigger, select a channel for run reports, then test with one real prospect mention.
Questions about this workflow
Will every Slack channel message become a lead?
Describe in the prompt which messages indicate a genuine prospect. Notis uses that instruction when handling messages from the selected trigger.
Can Notis keep the message context?
Ask Notis to include the useful details from the Slack message when it creates the lead.
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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