Keep lead context current across Agiled and Dynamics
Review lead-related project context and update Dynamics when Agiled provides a clear change.
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 records can drift from current customer context when changes happen in project work but nobody revisits the CRM.
- Surface clear lead changes that appear in project context.
- Reduce stale CRM details through a scheduled review.
- Report ambiguous matches instead of updating the wrong lead.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to match Agiled context to existing Dynamics leads and update only fields with a clear, current source value, reporting uncertain matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real lead and verify the changed details.
Questions about this workflow
How does Notis know which lead to update?
The instruction should use identifying details available in both systems and report ambiguous matches for review rather than guessing.
Will this overwrite fields with blank Agiled values?
Tell Notis to update only when Agiled provides a clear, current value and leave missing information unchanged.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Dynamics365. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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