Prepare lead follow-up drafts from a scheduled review
Set aside a predictable moment to review leads and prepare the follow-up that still needs a human decision.
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
Leads can go quiet when follow-up depends on someone remembering to revisit the pipeline.
- Review a bounded set of leads on a recurring schedule.
- Create unsent email activities for human review.
- Make follow-up work visible without sending messages automatically.
Setup
Build it in a few focused steps.
- 1Connect Dynamics 365 once in the Notis portal; connect Airparser too if parsed context will be supplied for the review.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3Ask Notis to review leads available from Dynamics and create an unsent email activity only for leads meeting your stated follow-up criteria.
- 4Choose the recurring schedule and select where run reports should go.
- 5Test with one real lead and review the draft before sending.
Questions about this workflow
Does this action send messages to leads?
No. Create Email Activity stores a draft email activity without sending it.
Can Notis determine which leads are overdue?
Only if your instruction defines the criteria and the data needed to evaluate them is available. Supply any missing follow-up history or baseline.
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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