Turn company inquiries into Dynamics accounts
Keep business relationships organized from the first message.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Company details stay scattered across chats and personal notes.
- Centralize company context
- Reduce repeated research
- Improve account visibility
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Dynamics365 in Notis.
- 2Create an automation named WhatsApp account intake.
- 3Tell Notis to create an account when a message identifies a company relevant to your business and include only stated company details.
- 4Pick New WhatsApp Message Received as the trigger and choose a report channel.
- 5Test with a real company inquiry.
Questions about this workflow
What if the company name is ambiguous?
Ask Notis to flag ambiguity instead of creating a possibly incorrect account.
Can it include a contact too?
This workflow creates the account. Use a separate contact workflow when a person should also be recorded.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Dynamics365. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
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.
Timelinesai and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dynamics365.