Find the accounts that need a closer look
Use a recurring account review to surface records that would benefit from fresh research or a clear next step.
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
Accounts with thin or outdated context can blend into a long list until you need to act on them.
- Review a bounded, filterable page of Dynamics accounts.
- Identify accounts with missing or stale context based on returned fields.
- Focus research effort on accounts that need attention.
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 account research review.
- 3Tell Notis in one instruction which accounts to query and how to identify research gaps using fields returned by Dynamics.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the returned fields support the review.
Questions about this workflow
Can it know when account research is stale?
Only if a relevant date or freshness indicator is available in the returned fields, or you provide another reliable baseline. Otherwise it can identify missing context, not infer age.
Can it research all accounts in one run?
The query returns bounded results and may provide a next link. Define a manageable filter or account for pagination.
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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