Keep Dynamics 365 lead follow-ups from slipping
Set a regular review rhythm for leads that need attention, with a reminder recorded in the lead.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
When follow-up depends on remembering to revisit the CRM, promising leads can sit untouched.
- Create a recurring prompt to review available leads.
- Record a follow-up reminder on leads that meet your criteria.
- Reduce the mental overhead of remembering to check the pipeline.
Setup
Build it in a few focused steps.
- 1Connect Dynamics 365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, define which leads need a follow-up reminder and ask Notis to update only those records.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real lead and confirm the update is appropriate.
Questions about this workflow
Can Notis know how long a lead has been untouched?
Only if that timing is available in the lead data returned by Dynamics 365. If it is missing, provide the follow-up criteria in your instruction or use a field the app returns.
Can I control which leads get updated?
Yes. State the criteria clearly in your instruction and ask Notis to update only leads that meet them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Dynamics365. A trigger fires from one place; an action lands in another.
Agent mail triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Agent mail and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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