Run a weekly lead review with 7shifts context
Start the week with a focused list of leads whose operational context changed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Dynamicscrm get all leads
Dynamicscrm get all leads
Why this helps
Leads go stale when operational changes are not part of the regular review rhythm.
- Focus attention on timely leads
- Reduce stale pipeline
- Receive one concise review
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dynamics365 once in Notis.
- 2Create an automation named Weekly lead pipeline review.
- 3In one instruction, ask Notis to fetch all leads and compare them with the 7shifts context you provide.
- 4Choose notis_cron and set the weekly schedule.
- 5Select a report channel, then test with one real review run.
Questions about this workflow
Does the workflow fetch 7shifts data automatically?
Provide the current 7shifts data in the scheduled prompt or upstream payload; Notis cannot invent unavailable history.
What does the report contain?
Ask for a short prioritized list with reasons and suggested next actions.
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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