Keep lead research current on a schedule
Give your team a recurring view of leads whose public company context may have changed.
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 context goes stale when nobody has time to revisit company websites and compare them with CRM records.
- Surface public changes for timely review.
- Use a consistent recurring research pass.
- Keep the result focused on records returned by Dynamics 365.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dynamics 365 once in the Notis portal.
- 2Create an automation for scheduled lead research.
- 3Tell Notis to retrieve a bounded set of leads, inspect only the relevant supplied public company pages with AgentQL, and report observed changes without updating records.
- 4Pick a Notis cron schedule and choose where run reports go.
- 5Test with a small set of real leads and review the findings.
Questions about this workflow
Can the workflow know which companies changed since last time?
Only if a usable baseline or prior result is available to the automation. Otherwise it can report current observations, not claim a change.
Does it update lead records?
No. This workflow retrieves leads and reports research findings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Dynamics365. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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