Bring contact context into Agility CMS content reviews
Make recurring content conversations easier to prepare with relevant contact information from Dynamics.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query contacts
List or filter contacts, with optional field selection, related records, counts, or grouped results.
Why this helps
Preparing content for customer-facing work takes longer when relationship context is scattered in the CRM.
- Surface contact information during a recurring content review.
- Reduce time spent switching into Dynamics to search.
- Keep the review grounded in returned CRM information.
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 contacts relevant to the review using available criteria 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 contacts are appropriate.
Questions about this workflow
Can the workflow infer which contacts are relevant to a content review?
Only when the request or available query criteria provide a basis for relevance. Otherwise, provide the criteria explicitly.
Does the action update contacts?
No. Query contacts returns 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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