Keep lead review in step with content planning
Bring the current lead list into your recurring planning rhythm and spot follow-up that needs attention.
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
Sales follow-up can fall out of view when content planning and lead review happen in different routines.
- Bring lead data into a predictable review routine.
- Reduce context switching between planning and CRM checks.
- Use returned information to identify follow-up needs.
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 tell Notis the recurring outcome you want.
- 3Ask Notis to retrieve Dynamics leads and summarize the returned information for your review.
- 4Pick a Notis cron schedule and choose where run reports should go.
- 5Test with one real run and confirm the lead results fit the review.
Questions about this workflow
Does this workflow update lead records?
No. It retrieves leads for review; it does not update them.
Can it identify overdue follow-up?
Only when the returned lead data includes the needed dates or status. If those details are missing, the automation should surface that limitation.
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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