Make Contact Follow-Up Easier to Keep in View
Give partner and referral contacts a regular check-in point, based on relationship context your team provides.
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
Contact records often accumulate without a reliable rhythm for noticing who needs a check-in or follow-up.
- Review selected Dynamics contacts on a recurring schedule.
- Use partner context and follow-up criteria supplied by your team.
- Surface contacts that may need a check-in.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Dynamics 365 once in the Notis portal.
- 2Create an automation and describe the affiliate relationship criteria for reviewing contacts.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where run reports go and test with one real contact review.
Questions about this workflow
Can the query find affiliate partners automatically?
It can use fields returned by the Dynamics contact query. If affiliate source or partner history is absent, provide the relevant contact list or criteria.
Will this create outreach messages?
No. This workflow reviews contacts. You can use the draft email action in a separate workflow when outreach is needed.
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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