Bring campaign records and research into one review
Review campaign details from Dynamics alongside research you provide, so planning starts with more of the useful context together.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query campaigns
List or filter campaigns, with optional field selection, related records, counts, or grouped results.
Why this helps
Campaign planning can require repeated switching between CRM records, websites, and scattered research notes.
- Query Dynamics campaigns for a recurring review.
- Summarize returned campaign details for easier planning.
- Use supplied Agenty research as additional context when available.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dynamics 365 once in the Notis portal.
- 2Create an automation in Notis and name it for campaign review.
- 3Tell Notis in one instruction which campaigns to query and how to combine their returned details with any research you supply.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and check that the query returns the campaign information you need.
Questions about this workflow
Does the schedule automatically run an Agenty scrape?
No Agenty trigger event is listed. This workflow queries Dynamics on a schedule and can use research supplied separately.
Can it report campaign performance?
Only when the relevant performance information is available in the returned data or supplied context. Do not assume metrics that are not provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Dynamics365. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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