Review contact context before creating campaign assets
Give the next creative brief a clearer starting point with the contact context already available in Dynamics.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query contacts
List or filter contacts, with optional field selection, related records, counts, or grouped results.
Why this helps
Preparing campaign creative without the latest contact context can lead to repeated research and avoidable rework.
- Query a bounded page of contacts on a recurring schedule.
- Summarize only the contact data returned by Dynamics.
- Reduce context gathering before campaign production.
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 contacts and summarize the returned context for upcoming campaign creative.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and check that the summary reflects available contact data.
Questions about this workflow
Can this generate audience segments?
The listed query retrieves contacts. It does not establish that Dynamics includes campaign audience membership or segmentation data.
Will this create or edit creative in Adrapid?
No. Adrapid has no listed trigger events, and this workflow only uses the Dynamics contact query as its action.
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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