Update stale leads with 7shifts activity
Keep next steps and context current without asking the team to edit every record.
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
A lead can remain marked active even after the operational signal that justified it has changed.
- Improve CRM accuracy
- Make follow-up context visible
- Reduce stale records
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dynamics365 in Notis.
- 2Create an automation named Stale lead follow-up update.
- 3Tell Notis to identify stale leads and update only records supported by the supplied 7shifts activity.
- 4Pick notis_cron and choose a review cadence.
- 5Choose the report channel and test with one known stale lead.
Questions about this workflow
Will it overwrite useful notes?
Instruct Notis to preserve existing notes and append only verified updates.
How are stale leads identified?
Define the age or status rule in your instruction and provide the available dates.
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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