Review accounts with current public context
Bring account records and selected company website findings into one recurring review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query accounts
List or filter accounts, with optional counts, related records, or grouped results.
Why this helps
Account reviews lose momentum when CRM context and public company updates must be gathered by hand.
- Review a bounded account list at a predictable time.
- Include public research where a page is supplied.
- Keep account review prep out of scattered browser tabs.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dynamics 365 once in the Notis portal.
- 2Create an automation for account review preparation.
- 3Tell Notis to query a bounded set of Dynamics 365 accounts and research the specified public company pages with AgentQL, then summarize observations.
- 4Pick the Notis cron schedule and select a run report destination.
- 5Test with a small group of accounts and check the sources and summaries.
Questions about this workflow
Can it research every account website automatically?
Provide page URLs or instructions that identify accessible public pages. Do not assume a website field exists unless the queried records include one.
Does it alter account records?
No. This workflow queries accounts and reports 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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