Bring Dynamics account context into publishing reviews
See relevant account information during a content review without opening another CRM workflow by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query accounts
List or filter accounts, with optional counts, related records, or grouped results.
Why this helps
Content decisions can lack customer context when account details are checked separately and inconsistently.
- Bring account information into a recurring review.
- Reduce manual searching across systems.
- Use returned CRM context to inform content discussions.
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 review outcome to Notis.
- 3Ask Notis to query Dynamics accounts relevant to the review using criteria available in the request or action, then summarize the results.
- 4Pick a Notis cron schedule and choose where run reports should go.
- 5Test with one real run and check that the returned account information is relevant.
Questions about this workflow
Can this query find accounts based on an Agility CMS item automatically?
Only when the needed criteria are available to the automation and supported by the query. Do not assume an unlisted Agility trigger or data feed.
Does this modify Dynamics accounts?
No. Query accounts returns account information 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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