Keep aging Dynamics365 leads from disappearing
Give older leads a clear recommendation so they are advanced, revisited or consciously deprioritized.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Aging leads remain in the CRM without a decision about what should happen next.
- Reduce pipeline clutter
- Clarify lead decisions
- Recover overlooked demand
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Dynamics365 in the Notis portal.
- 2Create a scheduled aging-lead automation.
- 3Tell Notis to review aging leads, use 0CodeKit to recommend a disposition, and update each lead with the recommendation and supporting context.
- 4Pick the notis_cron trigger and choose the schedule.
- 5Select a report channel and test with one real run.
Questions about this workflow
How do I define aging?
Specify the inactivity or age threshold in the automation prompt.
Can it avoid closing uncertain leads?
Yes. Tell Notis to recommend review instead of closure when evidence is insufficient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Dynamics365. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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.
0CodeKit and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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