Prepare Partner Follow-Up Without Sending It
Start a thoughtful partner follow-up from the latest update, then review it in Dynamics before sending.
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 timely partner response can take extra context gathering, especially when the update and CRM history are in different places.
- Create a draft email activity using supplied partner context.
- Give the relationship owner a starting point for a timely reply.
- Keep a human review step before any email is sent.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Dynamics 365 once in the Notis portal.
- 2Create an automation and describe the partner update and tone to use for a draft email.
- 3Choose the Notis webhook trigger and send the update details to its endpoint.
- 4Choose where run reports go, then test with one real partner update and review the draft in Dynamics.
Questions about this workflow
Will this send the email automatically?
No. The listed action creates and stores a draft email activity without sending it.
What should be included in the webhook request?
Include the partner update and any relationship context needed to draft a useful message. Add recipient or record details if supported by the connected action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Dynamics365. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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