Start campaign production with account context in view
Review the account data you already have before committing time to the next campaign brief.
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
Starting creative work without a current account snapshot can create avoidable context switching during planning.
- Retrieve a bounded page of Dynamics accounts on a schedule.
- Prepare a short account context review for campaign planning.
- Use returned records without inventing campaign performance or history.
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to query a bounded page of Dynamics accounts and summarize relevant returned context for campaign planning.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the account details are useful.
Questions about this workflow
Does this include Adrapid campaign performance?
No campaign performance data is listed in the available actions. The workflow reviews only account information returned by Dynamics.
Can the query be limited to relevant accounts?
Notis can query accounts using the available query action. Describe the useful criteria in your instruction, and the result depends on supported query behavior and available account data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Dynamics365. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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