Keep Dynamics leads current with daily Ably signals
Close the gap between live product activity and the lead records you use to plan follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Lead
Update an existing lead.
Why this helps
Signals accumulate across the day, leaving lead records stale until someone finds time to reconcile them.
- Refresh lead context on a predictable schedule
- Reduce manual review of signal backlogs
- Preserve new evidence on matched leads
Setup
Build it in a few focused steps.
- 1Connect Ably and Dynamics365 once in the Notis portal.
- 2Create an automation for daily lead-signal reconciliation.
- 3Tell Notis to review the available Ably signal batch, match only identifiable leads, and update matching lead records with concise new evidence without changing unrelated fields.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real batch and review the updated lead.
Questions about this workflow
Where does the scheduled workflow get its Ably signals?
The workflow needs access to the relevant Ably data through the connected app capabilities or a supplied data source. It cannot assume an event history or baseline that is not available.
What happens when a lead cannot be matched confidently?
Tell Notis to leave the lead unchanged and list the unmatched signal in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Dynamics365. A trigger fires from one place; an action lands in another.
Ably triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Ably and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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