Prepare project follow-up emails from AccuLynx context
Get a reviewable email draft ready in Dynamics 365 after a project handoff arrives.
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
Writing every project follow-up from scratch takes time and makes it easier to leave a promising contact waiting.
- Start follow-up with the project context at hand
- Keep a human review step before sending
- Reduce repetitive writing
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to draft an unsent Dynamics 365 email activity using the project and contact context in each webhook request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and review the saved draft.
Questions about this workflow
Will Notis send the email?
No. This action creates and stores a draft email activity without sending it.
Can the draft include details not supplied by AccuLynx?
Only provide claims supported by the webhook context or other information you supply. Review the draft before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Dynamics365. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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