Refresh Dynamics365 leads on a recurring schedule
Keep important lead records readable and current without a long manual cleanup session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Lead notes become inconsistent over time and make the next action hard to see.
- Improves lead record clarity
- Reduces accumulated cleanup work
- Makes next actions easier to spot
Setup
Build it in a few focused steps.
- 1Connect Dynamics365 in Notis once.
- 2Create an automation named Scheduled lead refresh.
- 3Tell Notis which lead records to review and how to update them based on available CRM history.
- 4Pick a recurring Notis cron trigger and choose a report channel.
- 5Run one test cycle and review the changed records.
Questions about this workflow
What history can Notis use?
Only data returned by Dynamics365 is available unless you supply additional context in the instruction.
Can I limit the cleanup scope?
Yes. State the record criteria and update rules in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Dynamics365. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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