Verify the campaign field before you rely on it
Confirm a field's available definition before asking an automation to summarize or act on its data.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Attribute Metadata
Retrieves one attribute definition from its metadata identifiers.
Why this helps
A prompt built around an assumed field can fail or produce a weak result when the CRM definition differs from expectations.
- Retrieve one Dynamics attribute definition by metadata IDs.
- Verify field metadata before planning a prompt.
- Avoid depending on undocumented assumptions.
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 Dynamics attribute metadata to retrieve and to summarize the returned definition for prompt planning.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real metadata lookup using the needed metadata IDs.
Questions about this workflow
Can this find an attribute without metadata IDs?
The listed action retrieves one attribute definition by its metadata IDs, so provide the identifiers needed for the lookup.
Does this query the field's record values?
No. It retrieves an attribute definition, not record 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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