Put prospect follow-ups on a dependable rhythm
Let a recurring review surface the next actions you asked for, so follow-up does not depend on remembering to revisit a list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task activity and returns its selected representation.
Why this helps
Prospect follow-ups are easy to lose when there is no dedicated time to scan for who needs attention.
- Create tasks from criteria you specify.
- Make follow-up more consistent.
- Keep next actions visible in Dynamics.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Describe which accessible prospects need a follow-up task and what next step to record.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real prospect that meets your criteria.
Questions about this workflow
Can it know that a prospect is overdue?
Only if the relevant date or status is available to Notis. Specify the criteria and make sure the needed information is accessible.
Will it create duplicate tasks on each run?
Describe how Notis should check for existing follow-up tasks. The available action creates tasks; it does not itself promise deduplication.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dynamics365. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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