Review Dynamics accounts on a recurring schedule
Give account follow-ups a regular review point instead of another ad hoc CRM search.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query accounts
List or filter accounts, with optional counts, related records, or grouped results.
Why this helps
Account follow-ups can slip when there is no predictable time to review the records connected to document work.
- Create a predictable point to review accounts
- Reduce repeated manual navigation into Dynamics
- Use query results within their bounded page limits
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe which account review to perform using fields available in the query results.
- 4Choose the recurring schedule trigger and select where run reports go.
- 5Run one real review and inspect the records returned.
Questions about this workflow
Can the query return every account?
The action returns a bounded result set and may provide a next link. Do not assume all records fit in one page.
Does this use ActiveMerge as a trigger?
No. ActiveMerge has no trigger events listed. This workflow uses a Notis recurring schedule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dynamics365. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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