Create Dynamics365 cases from Slack support messages
Give every support request a trackable home.
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 Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Support questions appear in channels and disappear before they become owned cases.
- Reduce missed support requests
- Preserve troubleshooting context
- Create a consistent case queue
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Dynamics365 in Notis.
- 2Create an automation for support case intake.
- 3Tell Notis to create a case when a message describes a customer issue, including urgency and context.
- 4Pick Channel Message Received as the trigger.
- 5Select report delivery and test with one real support request.
Questions about this workflow
Can Notis separate questions from incidents?
Yes. Instruct it to create cases only for actionable customer problems.
Can urgency be included?
Ask Notis to infer urgency from the message and flag uncertainty in the report.
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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