Prepare a focused Dynamics pipeline review
Bring CRM records and supplied deal context into one concise view before your next pipeline check-in.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query Entity Data
Query supported CRM collections and return one page of results with a link to the next.
Why this helps
Pipeline reviews take extra effort when the CRM list and current deal context have to be assembled separately.
- Query a supported Dynamics collection with a bounded result.
- Organize a recurring pipeline review around supplied deal context.
- Make it easier to spot records needing attention.
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 the relevant Dynamics collection and summarize review candidates using Affinity deal context supplied for the run.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the returned records fit the review.
Questions about this workflow
Can it query any Dynamics table?
The action supports CRM collections, but the exact supported collections and query details depend on the connected action. Choose a supported collection and keep the result bounded.
Will it fetch Affinity deal context automatically?
No Affinity event or read action is listed. Supply that context for the run.
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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