Start the day with a focused lead review
Get selected lead records and relevant web context in one scheduled briefing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Dynamicscrm get a lead
View a lead.
Why this helps
Starting sales work can consume time just locating the right records and remembering why they matter.
- Bring priority records into a concise review.
- Add relevant public context where pages are supplied.
- Reduce time spent locating the same lead details.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dynamics 365 once in the Notis portal.
- 2Create an automation for priority lead review.
- 3Ask Notis to retrieve the specified Dynamics 365 leads and research supplied company pages with AgentQL, then summarize the relevant context.
- 4Pick a Notis cron schedule and choose where run reports go.
- 5Test with a few known leads and confirm each lookup targets the right record.
Questions about this workflow
How does the workflow know which leads are priorities?
Specify the lead identifiers or a selection rule supported by the action request. Do not assume an unlisted trigger or filter exists.
Does this update the lead?
No. It retrieves lead information for the review.
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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No card. Works with personal or business Dynamics365.