Get lead context before you start outreach
Before a planned follow-up block, have Notis retrieve a Dynamics365 lead so you can review the latest context without searching for it yourself.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Dynamicscrm get a lead
Dynamicscrm get a lead
Why this helps
Starting outreach can require several distracting minutes of locating and rebuilding a lead's background.
- Puts lead context near the time you plan to act.
- Reduces the warm-up cost of returning to sales work.
- Supports focused outreach blocks.
Setup
Build it in a few focused steps.
- 1Connect Chatforma and Dynamics365 to Notis once in the portal.
- 2Create the automation through Automations -> New Automation or by asking Notis.
- 3Write one instruction identifying the lead to retrieve and asking Notis to summarize its available context for your follow-up session.
- 4Select a recurring schedule trigger and choose your run-report channel.
- 5Check one scheduled result against the Dynamics365 lead record.
Questions about this workflow
Can this look up different leads each time?
This action retrieves a lead record. Describe a stable lookup approach or create a separate automation for another lead.
Why use a schedule for a lookup?
A schedule can prepare context around a recurring work block when there is no Chatforma event trigger.
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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