Add New WhatsApp Context to Existing Leads
When an existing prospect sends a new message, keep the latest need near the lead record so your next follow-up starts with context.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Useful details from later WhatsApp conversations can remain scattered across chat threads instead of the sales record.
- Add new customer needs to a matching lead.
- Make follow-up easier with a fresh conversation summary.
- Keep relevant chat context attached to sales work.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to update a lead only when the sender clearly matches an existing record and summarize the new inquiry.
- 4Pick the New Message Received trigger and choose where run reports go.
- 5Test with one real message from a sender who has a matching lead.
Questions about this workflow
How should the workflow handle an uncertain match?
Ask Notis to flag the message for review when it cannot confidently identify the existing lead.
Does this create a new lead?
This workflow is for updating a matching existing lead. Use a separate automation if you want to create leads for new inquiries.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Dynamics365. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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