Stay on Top of Partner and Advertiser Accounts
Make account follow-up easier to remember with a recurring review guided by your relationship priorities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query accounts
List or filter accounts, with optional counts, related records, or grouped results.
Why this helps
Important partner and advertiser relationships can go quiet when follow-up depends on remembering to revisit account records.
- Review selected Dynamics accounts on a recurring schedule.
- Apply relationship criteria that your team supplies.
- Surface accounts that may need a check-in or next step.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Dynamics 365 once in the Notis portal.
- 2Create a Notis automation and describe which partner or advertiser accounts need review.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where run reports go and test with one real account review.
Questions about this workflow
Can the workflow know which accounts are Adtraction partners?
Only when that relationship is represented in the account data or supplied as context. Provide a list or criteria if the CRM query cannot identify it.
Does the schedule send partner emails?
No. This workflow reviews accounts and reports findings. A separate email draft workflow can prepare outreach for human review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Dynamics365. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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