Align campaign context with content planning
Bring campaign information into your content planning rhythm so the team can work from a shared picture.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query campaigns
List or filter campaigns, with optional field selection, related records, counts, or grouped results.
Why this helps
Campaign and content plans drift when they are reviewed in separate systems without a consistent check-in.
- Bring campaign details into a recurring content planning review.
- Reduce manual CRM lookups during planning.
- Surface returned information for a more informed discussion.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the recurring review to Notis.
- 3Ask Notis to query Dynamics campaigns relevant to the planning cycle and summarize the returned information.
- 4Pick a Notis cron schedule and choose where run reports should go.
- 5Test with one real run and confirm the returned campaigns are useful.
Questions about this workflow
Can the query determine campaign relevance automatically?
Only if the query criteria or request gives a reliable basis for relevance. Supply criteria when needed.
Does this update campaign records?
No. The selected action queries campaigns for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Dynamics365. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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