See which Dynamics leads may need follow-up
Start your review with a short, criteria-based summary of the leads Dynamics returns.
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
Follow-up gets harder when lead records accumulate faster than you can review them.
- Make lead review more focused.
- Use your stated follow-up criteria consistently.
- Keep the review grounded in fields returned from Dynamics.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Dynamics365 once in Notis.
- 2Create an automation in the portal or from any channel.
- 3Ask Notis to retrieve leads and summarize follow-up candidates using criteria and available fields you specify.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real run and verify the summary against the returned leads.
Questions about this workflow
Will it update lead records or create tasks?
No. This workflow retrieves leads and reports a summary for review.
Can it know when a lead was last contacted?
Only when that information is available in the returned fields. Include the needed field or provide the relevant history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Dynamics365. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api 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.