Create Dynamics365 opportunities from Slack deal summaries
Move from shared deal context to a visible pipeline record.
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 Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Deal summaries are written for the team but never become pipeline data.
- Reduce pipeline gaps
- Preserve deal context
- Create opportunities with less admin
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Dynamics365 once.
- 2Create an automation for deal summary intake.
- 3Tell Notis to create an opportunity when the message contains a real deal, customer, and next step.
- 4Pick Channel Message Received as the trigger.
- 5Choose a report channel and test with one deal summary.
Questions about this workflow
Can it reject vague updates?
Yes. Ask Notis to act only when the summary contains enough evidence of a real opportunity.
Can it include next steps?
Yes. Tell Notis to preserve stated next steps in the opportunity context.
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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