Create Dynamics365 leads from Slackbot messages
Let structured bot summaries feed your CRM automatically.
Trigger
New Bot Message Received Trigger
DEPRECATED: use `SLACK_CHANNEL_MESSAGE_RECEIVED` with `is_bot_message=true` instead. Triggered when a new bot message is posted to a Slack channel.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Qualification bots produce useful summaries that still need manual CRM entry.
- Use existing bot summaries
- Improve CRM consistency
- Reduce repetitive sales admin
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Dynamics365.
- 2Create an automation for bot qualification summaries.
- 3Tell Notis to create a lead only when the bot message contains a clear prospect and useful qualification context.
- 4Pick Channel Message Received with bot messages enabled in the instruction.
- 5Choose reports and test with one bot summary.
Questions about this workflow
Can this use legacy bot events?
Use the listed Slack channel message event with bot messages enabled as described in the trigger context.
What if the bot summary is incomplete?
Notis can report the missing details instead of creating a weak lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Dynamics365. A trigger fires from one place; an action lands in another.
Slackbot 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.
Slackbot and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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