Keep Affiliate-Referred Leads Moving
Get a regular view of leads that may need attention, using the partner priorities your team cares about.
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
A growing CRM queue makes it difficult to remember which affiliate-referred prospects deserve another look.
- Review a bounded set of Dynamics leads on a recurring schedule.
- Use partner priority criteria supplied in the automation instructions.
- Make potential follow-up gaps easier to notice.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Dynamics 365 once in the Notis portal.
- 2Create a Notis automation and describe the affiliate priorities and lead review outcome.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where run reports go, then test with one real Dynamics lead review.
Questions about this workflow
Can this identify affiliate sources by itself?
Only if the queried lead data includes the source context or you provide another usable reference. If source history is unavailable, supply the missing partner criteria.
Will this update lead records?
This workflow uses the listed get all leads action to review records. It does not update them.
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
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.