Turn an Ably sales signal into a reviewable email draft
Get a thoughtful follow-up ready in Dynamics, with the decision to send still in your hands.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email Activity
Creates and stores a draft email activity without sending the email.
Why this helps
After a promising conversation, writing a relevant follow-up competes with everything else on your plate.
- Start from the supplied conversation context
- Keep the email as an unsent draft
- Reduce the time from signal to follow-up
Setup
Build it in a few focused steps.
- 1Connect Ably and Dynamics365 once in the Notis portal.
- 2Create an automation for sales follow-up drafts.
- 3Tell Notis to create an unsent Dynamics email activity from the webhook context, using only supplied recipient and conversation details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real signal and review the draft before sending.
Questions about this workflow
Will the email be sent automatically?
No. The action creates and stores a draft email activity without sending it.
What if the webhook has no recipient?
The prompt can tell Notis to skip the draft and report which recipient detail is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Dynamics365. A trigger fires from one place; an action lands in another.
Ably triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Ably and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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