Keep Dynamics lead details current with Agile CRM reviews
Carry verified changes into Dynamics so your team can work from fresher lead details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Lead
Update an existing lead.
Why this helps
Lead details can become inconsistent when updates are recorded in one CRM but not the other.
- Reduce inconsistent lead details
- Use only information available from the source
- Require reliable matches before updating
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to review selected Agile CRM leads and update only confidently matched Dynamics leads with verified changed details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run it with one known changed lead and confirm the update.
Questions about this workflow
Is this a full two-way sync?
No. This workflow reviews Agile CRM information and updates matching Dynamics leads in one direction.
How should conflicting details be handled?
Specify which source to trust for the details in scope, or have Notis report conflicts for a person to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dynamics365. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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