Prepare timely customer check-ins from Ably activity
Start from what customers actually did, then review a relevant note before it goes out.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email Activity
Creates and stores a draft email activity without sending the email.
Why this helps
Customer follow-up gets delayed when recent activity has to be found and interpreted from scratch.
- Use recent activity to make check-ins relevant
- Keep messages in draft form for review
- Reduce the effort of deciding who needs outreach
Setup
Build it in a few focused steps.
- 1Connect Ably and Dynamics365 once in the Notis portal.
- 2Create an automation for customer check-in drafts.
- 3Tell Notis to review available recent Ably activity and create unsent Dynamics email drafts only for accounts with a specific useful reason to check in, using supplied contact details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real account example and review each draft before sending.
Questions about this workflow
Will Notis send the check-in emails?
No. The action creates and stores draft email activities without sending them.
What if recent activity does not suggest a useful check-in?
The instruction can ask Notis to skip that account rather than create a generic or unnecessary message.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.