Carry opportunity approvals from Slack into Dynamics 365
When your team signals approval with a reaction, Notis can update the corresponding opportunity in Dynamics 365 using the decision shared in the conversation.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Opportunity decisions in chat can be agreed quickly but take another manual step to reach the CRM.
- Reduce the gap between approval and opportunity record updates.
- Keep a decision attached to its CRM opportunity.
- Avoid revisiting Slack to remember which deals need changes.
Setup
Build it in a few focused steps.
- 1Connect Slack and Dynamics 365 to Notis once.
- 2Create an automation with one plain-language instruction explaining the approval reaction, the opportunity to identify, and the update to make.
- 3Select Slack Message Reaction Added, choose where run reports appear, and test on one actual opportunity discussion.
Questions about this workflow
What should the team react to?
Use a Slack message or thread that makes the opportunity and approved decision clear.
Can the automation use a designated reaction?
Yes. The trigger supports optional emoji filtering, and your instruction can explain what the reaction means.
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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