Review Dynamics campaign records before production begins
Start a production session with campaign records and context already gathered in one short review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query campaigns
List or filter campaigns, with optional field selection, related records, counts, or grouped results.
Why this helps
Campaign planning can become scattered when teams have to look up existing records while preparing new assets.
- Retrieve a bounded page of Dynamics campaign records on a schedule.
- Summarize available campaign details for production planning.
- Keep the review grounded in fields returned by Dynamics.
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 Dynamics campaign records and summarize returned details for Adrapid production planning.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and validate the summary against the returned records.
Questions about this workflow
Does this retrieve Adrapid asset or performance data?
No. The action queries Dynamics campaign records. Adrapid asset and performance data are not part of the listed actions.
Can the query return more than one page?
The action returns one bounded page and may provide a next link when another page is available.
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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No card. Works with personal or business Dynamics365.