Prepare campaign follow-up drafts inside Dynamics
Use campaign context to prepare the next customer email, while leaving review and sending 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
Writing a tailored follow-up from scratch can delay outreach after campaign interest arrives.
- Create a saved email activity from supplied campaign context.
- Keep the email unsent for human review.
- Reduce the effort of starting a relevant follow-up message.
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create an unsent Dynamics email activity using the campaign follow-up details in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example and review the saved draft.
Questions about this workflow
Will the email be sent automatically?
No. The listed action creates and stores a draft email activity without sending it.
Can it use campaign details?
Yes, when the details are included in the webhook request. Notis should not invent missing campaign or recipient context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Dynamics365. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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