Start the day with a clearer lead follow-up list
A daily Notis check of Dynamics365 leads can help you see who may need the next step, including prospects captured from Chatforma chats.
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
It is hard to remember which chatbot leads are waiting when follow-up is spread across a growing pipeline.
- Creates a predictable moment to review pending leads.
- Reduces repeated, unfocused CRM checking.
- Supports a manageable follow-up habit.
Setup
Build it in a few focused steps.
- 1Connect Chatforma and Dynamics365 to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3In one instruction, ask Notis to review Dynamics365 leads daily and report those that appear to need follow-up, including relevant Chatforma context when available.
- 4Choose a daily recurring trigger and a channel for run reports.
- 5Review one scheduled run and confirm the listed leads are useful.
Questions about this workflow
Does this create or update lead records?
No. This workflow uses the available get-all-leads action to review and report leads.
Can I choose when the review arrives?
Set the recurring schedule in the automation setup and choose the channel for its run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatforma to Dynamics365. A trigger fires from one place; an action lands in another.
Chatforma 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.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
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.
Chatforma and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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