Make lead follow-up easier to see
Turn a routine lead review into a short list of records that deserve your attention next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Dynamicscrm get all leads
View all leads.
Why this helps
A backlog of leads makes it harder to see which ones need a decision or follow-up today.
- Retrieve Dynamics leads for a recurring review.
- Use available lead details to highlight possible next steps.
- Reduce the effort of scanning the lead list manually.
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 lead follow-up review.
- 3Tell Notis in one instruction how to review returned leads and summarize which need a next step based on available details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and verify the lead details support the review.
Questions about this workflow
Can the workflow know which leads are overdue?
Only if returned lead fields include reliable dates or status information that define overdue follow-up. It cannot infer missing activity history.
Does it update or assign the leads?
This workflow retrieves leads for review. The selected action does not update or assign them.
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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