Prepare a focused lead review across Agile CRM and Dynamics
Bring a bounded Dynamics lead list into your scheduled pipeline review.
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
Preparing a useful review can mean opening multiple systems and rebuilding the same list of leads.
- Prepare a recurring lead review
- Keep results bounded and easier to scan
- Spot records that need a human decision
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 use available Agile CRM pipeline context and retrieve a bounded Dynamics lead list for the review criteria you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run it with a real review criterion and check the returned leads.
Questions about this workflow
Does this workflow sync pipeline stages?
No. It retrieves Dynamics leads for a review using the available data and criteria; no stage update action is specified.
Can it include every Dynamics lead?
The list action is bounded and may provide a next link. Keep the request to a useful review scope.
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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