Review Dynamics365 leads after important Trello activity
Turn a burst of activity into a short, actionable lead review.
Trigger
New Activity Trigger
Triggered when there is activity in Trello.
Action
Dynamicscrm get all leads
Dynamicscrm get all leads
Why this helps
Busy Trello activity can hide which CRM leads need a response today.
- Focuses attention on urgent leads
- Reduces context switching
- Creates a repeatable review habit
Setup
Build it in a few focused steps.
- 1Connect Trello and Dynamics365 once in the Notis portal.
- 2Create an automation that retrieves Dynamics365 leads and identifies records related to the Trello activity that need follow-up.
- 3Pick Trello New Activity Trigger.
- 4Choose a report channel and test with one real activity burst.
Questions about this workflow
Does this change any lead records?
No. This workflow retrieves leads and reports a review; use an update workflow when a record should change.
What if Trello does not include a lead identifier?
Tell Notis which context to use, or ask it to report that the match is unavailable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Dynamics365. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Activity Trigger
Triggered when there is activity in Trello.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Board Trigger
Triggered when a board is created in the specified workspace
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
New Card Trigger
Triggered when a card is created in the specified board
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello 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.