See which Dynamics 365 leads may need attention
Get a recurring review of lead records so next steps do not depend on remembering to scan the CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Dynamicscrm get all leads
Dynamicscrm get all leads
Why this helps
Lead follow-up gets lost when there is no lightweight routine for reviewing the pipeline for neglected records.
- Create a recurring checkpoint for reviewing leads.
- Surface potential follow-up gaps in a concise summary.
- Reduce manual scanning across CRM records.
Setup
Build it in a few focused steps.
- 1Connect Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to review returned lead data for records that may need follow-up, and define the criteria using available fields or supplied context.
- 4Choose a recurring Notis schedule and select a channel for run reports.
- 5Test with one real scheduled run and review the summary.
Questions about this workflow
How does Notis know which leads are stale?
Define the criteria using fields available in the returned lead data. If you need last-contact history or a baseline that is not returned, supply that information.
Does this workflow update leads?
No. It retrieves all leads and summarizes possible follow-up gaps; it does not change CRM records.
Can I choose how often it runs?
Yes. Select the recurring schedule when configuring the Notis automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Dynamics365. A trigger fires from one place; an action lands in another.
Asana triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Task Created
Triggers when a new task is created in a project.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Task Updated
Triggers when a task is updated in a project.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Asana and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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