Draft a proposal follow-up email in Dynamics
Get a relevant follow-up ready for review while the proposal is still top of mind.
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 a follow-up from scratch after switching from a proposal workflow adds friction and invites delay.
- Prepare a reviewable email draft from supplied context
- Keep the email unsent for human review
- Reduce the effort of restarting a proposal conversation
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create an unsent email activity using the proposal context and recipient details in the request.
- 4Choose the webhook trigger and a destination for run reports.
- 5Send one real proposal handoff and review the draft in Dynamics.
Questions about this workflow
Will this send the email?
No. The action creates and stores a draft email activity without sending it.
Does ActiveMerge provide a proposal event trigger?
No. The available trigger here is a Notis webhook started by an HTTP request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dynamics365. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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