Find contacts that need relationship follow-up
Bring a manageable contact review into your routine and make the next conversation easier to spot.
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 follow-up can slip when CRM records and relationship context are reviewed at different times.
- Query a bounded set of Dynamics contacts on a recurring schedule.
- Summarize follow-up candidates using context supplied for the run.
- Make routine CRM review more consistent.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dynamics once in Notis.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3In one instruction, ask Notis to query relevant Dynamics contacts and summarize who may need follow-up based on Affinity context supplied for the run.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and review the selected contacts and report.
Questions about this workflow
Will it know the latest Affinity interactions?
Not from the events listed here. Supply the relationship context for the run or start a separate webhook workflow with the new information.
Can it return all contacts?
The query is bounded and may include a next link. Define a useful review scope and inspect pagination when needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dynamics365. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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