Create Dynamics365 accounts from Slack approvals
Turn a clear approval into a ready customer record.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Customer setup is approved in Slack but account creation waits for a manual handoff.
- Reduce setup delays
- Make approvals actionable
- Keep source context with the record
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Dynamics365.
- 2Create an automation for the approved reaction.
- 3Tell Notis to create an account only when the message identifies the customer clearly.
- 4Pick Message Reaction Added as the trigger.
- 5Choose reports and test with one approved setup message.
Questions about this workflow
Can the approval emoji be specified?
Yes. Include the exact emoji and channel or message context in the instruction.
What if the customer name is unclear?
Notis can report the ambiguity instead of creating the account.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.