Make lead qualification easier to review
Get a short, repeatable view of leads that may need a qualification decision or next action.
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
Lead qualification gets harder when relevant relationship context is not gathered alongside the CRM list.
- Review a bounded set of Dynamics leads at a regular time.
- Use supplied context to highlight records needing a decision.
- Reduce manual list preparation before pipeline review.
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 Dynamics leads and summarize qualification questions using the Affinity context supplied for the run.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and verify the lead list and summary.
Questions about this workflow
Does this automatically update the lead qualification status?
No. This workflow reviews leads and reports candidates. It does not update a lead unless you create a separate workflow using an update action.
What context should I supply?
Supply the Affinity relationship details and qualification criteria you want considered. The workflow cannot infer information that is absent.
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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