Prepare for outreach with a focused contact review
Review a manageable set of contacts and see where more context could make your next touchpoint more useful.
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
Starting outreach without enough context creates extra tab switching and makes follow-up harder to personalize.
- Query selected contacts with chosen fields and ordering.
- Spot contact records that need more context before outreach.
- Keep preparation focused on a bounded result set.
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 outreach preparation.
- 3Tell Notis in one instruction which contacts to query and what missing or supplied context to summarize before outreach.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and review the selected contact fields.
Questions about this workflow
Will this send messages to the contacts?
No. The selected Dynamics action queries contacts and does not send outreach.
Can the workflow personalize outreach using Agenty research?
It can use research supplied to the workflow. It does not assume an Agenty trigger or a connected live research result.
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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