Get a focused lead brief before outreach
Walk into every conversation with the latest operational detail in one place.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Dynamicscrm get a lead
Dynamicscrm get a lead
Why this helps
Outreach preparation takes too long when lead records and scheduling context live apart.
- Prepare faster
- Make outreach more relevant
- Reduce tab switching
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dynamics365 in Notis.
- 2Create an automation named Lead context brief.
- 3Describe how Notis should retrieve the supplied lead and combine it with the 7shifts context you provide.
- 4Choose notis_cron and set the briefing cadence.
- 5Select a report channel and test with one lead identifier.
Questions about this workflow
Does it change the lead record?
No. It retrieves the lead and creates a report for your review.
Can the brief include open questions?
Yes. Ask Notis to list missing information and suggested questions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Dynamics365. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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