Run a weekly Dynamics lead hygiene review
Start the week with a focused list of leads that need cleanup or action.
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 databases decay quietly when no one has time for routine review.
- Catch stale records
- Reduce CRM clutter
- Create a repeatable review habit
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Dynamics365 in Notis once.
- 2Create the automation and name it.
- 3Tell Notis to review Dynamics365 leads for stale or incomplete records and summarize findings.
- 4Pick a recurring Notis schedule.
- 5Choose a report channel and test with one scheduled run.
Questions about this workflow
Why connect Mailchimp for a scheduled workflow?
The pair setup connects both apps, while this scheduled action focuses on Dynamics365 data.
Can Notis change records automatically?
This workflow reports findings; add a separate update workflow for approved changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Dynamics365. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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