Bring a focused Dynamics data check into your content routine
Get a bounded, reviewable snapshot of supported CRM data alongside recurring content operations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query Entity Data
Query supported CRM collections and return one page of results with a link to the next.
Why this helps
A broad CRM review is hard to fit into a busy content routine when no one has a focused, repeatable view.
- Create a repeatable check of supported Dynamics data.
- Keep the review bounded to a returned page.
- Make relevant CRM information easier to bring into content operations.
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 data review to Notis.
- 3Ask Notis to query a supported Dynamics collection with relevant available criteria and summarize the bounded results.
- 4Pick a Notis cron schedule and choose where run reports should go.
- 5Test with one real run and check the returned page and any next link.
Questions about this workflow
Will this retrieve every matching record?
The action returns one bounded page and can provide a next link. The automation should report when additional pages are available.
Which entities can it query?
Use only collections supported by the action. Do not assume every Dynamics table is available.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.