Create Dynamics365 accounts from new Slack channels
Start customer records when the workspace structure appears.
Trigger
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
New customer channels are created quickly, while CRM account setup waits for someone to remember.
- Align workspace and CRM setup
- Reduce onboarding delays
- Create a consistent starting record
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Dynamics365 once.
- 2Create an automation for customer channel account setup.
- 3Tell Notis to infer the account name from the new channel and create an account when confidence is high.
- 4Pick New Channel Created as the trigger.
- 5Choose a report channel and test with one representative channel.
Questions about this workflow
What if the channel name is ambiguous?
Tell Notis to report ambiguity instead of creating a speculative account.
Can this support private channels?
It can act on events available from the connected Slackbot integration.
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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