Keep campaign follow-up visible with a scheduled lead review
Bring a bounded list of Dynamics leads into your campaign routine so follow-up does not disappear behind the next batch of creative.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Dynamicscrm get all leads
View all leads.
Why this helps
Without a regular review, existing leads may be overlooked while attention moves to producing the next set of ads.
- Retrieve leads on a predictable schedule.
- Use the returned lead data to prepare a concise review.
- Keep the campaign follow-up routine visible without assuming Adrapid provides event 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 retrieve a bounded page of leads from Dynamics and summarize follow-up priorities using only returned data.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and review the returned lead list.
Questions about this workflow
Can this identify leads generated by a particular Adrapid campaign?
Only if the campaign association is present in the Dynamics data returned or you provide that context. The listed Dynamics action retrieves leads and does not establish Adrapid campaign history.
Will the workflow update lead records?
No. This workflow uses the listed get all leads action to retrieve data for a review; it does not update leads.
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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