Prepare contact context before follow-up
Review selected contacts with their available CRM details and current public professional context.
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
Preparing for a relationship conversation can mean rebuilding context across CRM records and browser tabs.
- Prepare for follow-up with one compact brief.
- Keep the query to a manageable record set.
- Use public professional pages supplied for research.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dynamics 365 once in the Notis portal.
- 2Create an automation for recurring contact context.
- 3Ask Notis to query a bounded set of Dynamics 365 contacts and use AgentQL to review any supplied public professional pages, then summarize relevant context.
- 4Pick a Notis cron schedule and a destination for run reports.
- 5Test with a small set of contacts and review the brief for accuracy.
Questions about this workflow
Will it infer personal details about contacts?
No. Keep research to relevant public professional information and report only what the sources support.
Does it write back to contacts?
No. The workflow creates a report from queried records and research.
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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