Turn recurring lead review into clear tasks
Convert reviewed lead context into concrete CRM tasks your team can pick up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task activity and returns its selected representation.
Why this helps
A recurring review can surface opportunities, but the follow-up still gets lost if nobody records the next action.
- Turn an explicitly requested next step into a task.
- Keep lead research tied to follow-up work.
- Avoid generating tasks without a clear action.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dynamics 365 once in the Notis portal.
- 2Create an automation for lead follow-up tasks.
- 3Ask Notis to review a bounded set of leads, research supplied pages with AgentQL, and create tasks only for next steps that meet your stated criteria.
- 4Pick a Notis cron schedule and choose a run report destination.
- 5Test with a small group of leads and verify task relevance.
Questions about this workflow
Will it assign an owner or due date?
Provide the owner or due date in your instruction when needed. It should not invent either.
Can it create a task for every lead?
Your instruction should define when a task is justified so the automation does not create repetitive or low-value tasks.
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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