Turn WhatsApp interest into a Dynamics lead
Capture buying intent while the conversation is still fresh.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Potential buyers get lost when someone must copy chat details into the CRM.
- Capture sales intent quickly
- Preserve the original conversation context
- Reduce manual CRM entry
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Dynamics365 in Notis.
- 2Create an automation named WhatsApp lead capture.
- 3Tell Notis to create a lead when a new message shows clear buying interest and include the relevant contact and conversation context.
- 4Pick New WhatsApp Message Received as the trigger and choose a report channel.
- 5Test with one real message that contains a sales inquiry.
Questions about this workflow
What counts as buying interest?
Tell Notis the signals you consider meaningful, such as a pricing request, demo request, or product question.
Can Notis handle missing contact details?
Yes. Ask it to create the lead with available details and flag missing information in the run report.
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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