Gather a focused CRM snapshot before campaign work
Start with a compact view of the CRM data that matters to your next campaign planning session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query Entity Data
Query supported CRM collections and return one page of results with a link to the next.
Why this helps
Broad CRM searches can interrupt focus and make it harder to pick up campaign work quickly.
- Query a supported Dynamics collection with bounded results.
- Summarize available CRM context for a planning session.
- Avoid assuming fields or history that the query did not return.
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 which supported Dynamics collection to query and what returned context to summarize for Adrapid planning.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the query returns the intended records.
Questions about this workflow
Can this query any Dynamics collection?
The action supports CRM collections within its available query behavior. Choose a supported collection and rely on the returned results.
Will it provide missing campaign history?
No. Notis can summarize returned data, but any absent history or baseline must be supplied by you.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.