Create Dynamics365 leads from Slack channel messages
Stop losing buying signals in busy Slack channels.
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
Potential customers are discussed in Slack, then forgotten before anyone records them.
- Capture prospects while context is fresh
- Reduce manual CRM entry
- Give sales a consistent handoff
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Dynamics365 once in Notis.
- 2Create an automation in Automations with a name and prompt.
- 3Tell Notis to identify genuine buying interest and create a Dynamics365 lead with the useful context.
- 4Pick Channel Message Received as the trigger.
- 5Choose a report channel and test with one real prospect conversation.
Questions about this workflow
Can Notis ignore casual conversation?
Yes. Tell the prompt to create a lead only when the message contains a credible buying signal.
Where does the source context go?
Notis can include the relevant message text and channel context in the lead details.
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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