Keep leads current when schedules change
Let meaningful operational changes update the sales context automatically.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
A schedule change can alter urgency while the CRM lead still shows the old story.
- Keep urgency visible
- Improve follow-up timing
- Reduce stale lead notes
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dynamics365 once.
- 2Create an automation named Lead status from schedule change.
- 3Tell Notis which schedule changes justify a lead update and require evidence from the payload.
- 4Choose notis_webhook and send qualifying changes to its endpoint.
- 5Select a report channel and test with one real schedule change.
Questions about this workflow
Can it update only notes?
Yes. Specify whether status, notes, or both may change.
What if the change is not meaningful?
Ask Notis to leave the lead unchanged and report that no update was warranted.
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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