Get a scheduled review of Dynamics lead follow-up
Start your review with a short list of leads that may need attention, instead of scanning the CRM from scratch.
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
It is easy to lose track of which leads need attention when follow-up is spread across a busy week.
- Bring follow-up review into a regular routine
- Get a digest instead of opening leads one by one
- Focus attention on records surfaced by Dynamics
Setup
Build it in a few focused steps.
- 1Connect Dynamics 365 once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to review the leads returned by Dynamics and summarize records that appear to need follow-up, noting when needed information is missing.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and review the returned lead data.
Questions about this workflow
Can it tell whether a lead is overdue?
Only if the returned lead data includes the dates or status needed to assess follow-up timing, or you provide a clear rule and the required context.
Does it update the leads?
No. This workflow gets leads and summarizes them. It does not change lead records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Dynamics365. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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