Turn target account research into Dynamics leads
Give target account research a simple path into your pipeline, based on the company profile you describe.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Create a new lead.
Why this helps
Target account lists take effort to build, then stall when no one has time to turn the right contacts into leads.
- Apply your stated target profile consistently.
- Create leads from matching accessible research.
- Keep account research moving toward action.
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 your target company profile and ask Notis to create leads for matching people in accessible research.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real target company and review the lead created.
Questions about this workflow
Does this search all companies on the internet?
No. It can only consider Aeroleads findings or data accessible to the connected agent.
What if the target profile is broad?
Add the company traits and person criteria that help distinguish a useful match.
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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