Triage your full Dynamics365 lead list on demand
Ask for a lead triage report whenever a campaign, review or planning session needs it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Dynamicscrm get all leads
Dynamicscrm get all leads
Why this helps
A full lead list is available, but deciding where to start still takes too much manual scanning.
- Get fast prioritization
- Support planning sessions
- Reduce manual list review
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Dynamics365 in the Notis portal.
- 2Create an on-demand lead triage automation.
- 3Tell Notis to get all Dynamics365 leads and use 0CodeKit to group them by urgency, readiness and recommended action.
- 4Pick the notis_webhook trigger and choose a report channel.
- 5Test it with one real webhook request.
Questions about this workflow
Can the triage use custom criteria?
Yes. Describe the criteria in the plain language prompt.
Does it modify leads?
No. This workflow returns a triage report.
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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No card. Works with personal or business Dynamics365.