Make lead follow-up easier to resume each week
A weekly lead review can give you one scheduled moment to see what needs attention instead of keeping every follow-up in working memory.
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
Without a regular review cue, lead follow-ups can spread across tasks, chats, and mental notes.
- Create a predictable time to revisit the pipeline.
- Reduce the cognitive work of remembering which leads need attention.
- Use a consistent review channel for run results.
Setup
Build it in a few focused steps.
- 1Connect Dynamics 365 to Notis once through the portal.
- 2Create an automation with a plain-language instruction to retrieve the leads and present a concise follow-up review.
- 3Choose a weekly Notis schedule, select a channel for run reports, and test with one run.
Questions about this workflow
Does this workflow use Slack as its trigger?
This scheduled workflow uses a Notis cron trigger and retrieves leads from Dynamics 365; Slack is not the trigger for this specific workflow.
Can the review focus on a manageable set of leads?
Describe the review scope and the concise format you want in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Dynamics365. A trigger fires from one place; an action lands in another.
Slack 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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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