Create Dynamics contacts from WhatsApp chats
Keep every important relationship in one place.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
New contacts remain trapped in chat history and are hard to find later.
- Centralize relationship details
- Avoid duplicate manual entry
- Make follow up easier
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Dynamics365 in Notis.
- 2Create an automation named WhatsApp contact organizer.
- 3Tell Notis to create a contact for a new person introduced in a message, using only details present in the conversation.
- 4Pick New WhatsApp Message Received as the trigger and choose a report channel.
- 5Test with a message from a contact not yet in Dynamics365.
Questions about this workflow
Will it invent missing details?
No. Ask Notis to leave unavailable fields blank and report what is missing.
Can it ignore existing customers?
Tell Notis to create contacts only when the message indicates a new relationship.
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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