Refresh Dynamics leads from supplied parsed updates
Bring a prepared batch of new parsed information back to the lead records that need it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Lead
Update an existing lead.
Why this helps
A backlog of extracted updates can leave lead records stale when there is no dedicated time to process them.
- Process a supplied batch of parsed updates on a recurring schedule.
- Update only leads that can be identified from the available information.
- Summarize changes in run reports for easier review.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Dynamics 365 once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3Ask Notis to process the supplied parsed updates, update only clearly identified Dynamics leads, and report ambiguous or incomplete items.
- 4Choose the recurring schedule and select where run reports should go.
- 5Test with one real parsed update and verify the lead and run report.
Questions about this workflow
Where does the batch of parsed updates come from?
Supply the parsed updates to the automation as part of its run context. A schedule alone does not create Airparser data.
Will the schedule discover new Airparser documents by itself?
No Airparser trigger or polling action is listed here. The schedule runs the instruction against information made available to that run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Dynamics365. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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