Start each day with the Dynamics365 leads that need attention
Replace CRM scanning with one focused list of next actions.
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
Important leads hide among records with no recent activity, making follow-up easy to postpone.
- Surfaces neglected leads
- Reduces daily CRM scanning
- Creates a practical action list
Setup
Build it in a few focused steps.
- 1Connect Dynamics365 in the Notis portal.
- 2Create an automation that gets all leads and identifies records with overdue or missing follow-up based on the criteria you provide.
- 3Pick a recurring Notis schedule as the trigger.
- 4Choose where reports go and test with one run using the current lead list.
Questions about this workflow
Does Dynamics365 provide the follow-up date?
Notis can use dates returned by the action. Any custom baseline or business rule must be supplied in your instruction.
Can it rank the list?
Yes. Tell Notis how to prioritize urgency, value, fit, or another criterion available in the returned data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Dynamics365. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
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.
Fireflies and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dynamics365.