Find prospect gaps across Agiled and Dynamics
Get a clear review of prospects already in Dynamics and the ones that may need a lead record.
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
Prospect details spread across tools make it hard to spot duplicates or leads that never reached the sales pipeline.
- Surface likely duplicate leads for human review.
- Identify Agiled prospects without an apparent Dynamics lead.
- Get a concise scheduled report instead of manually checking both systems.
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 review prospect information available in Agiled, compare it with Dynamics leads, and report likely matches and gaps without creating duplicate leads.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the comparison against both apps.
Questions about this workflow
Will this automatically merge or delete duplicate leads?
No. This workflow reports likely matches for review; the listed Dynamics actions do not provide a merge or delete action.
Can Notis compare every Agiled prospect?
The instruction can ask Notis to review information available through the connected Agiled access. The report should state any access or data limits it encounters.
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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