Spot check a Dynamics365 lead automatically
Keep a key account or time sensitive lead visible without remembering to look it up.
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
Important leads can lose momentum between meetings and follow-up blocks.
- Keep priority leads visible
- Prepare for follow-ups
- Reduce memory load
Setup
Build it in a few focused steps.
- 1Connect Notis and Dynamics365 in the portal.
- 2Create an automation naming the lead and desired review outcome.
- 3Choose the Notis cron trigger and set the recurring schedule.
- 4Choose a report channel for the status report.
- 5Run one test check and confirm the report is useful.
Questions about this workflow
How should I identify the lead?
Provide a stable lead identifier or enough details for Notis to locate it.
Can the report include a recommended next step?
Yes. Ask Notis to suggest one based only on the available record context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Dynamics365. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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