Keep Aeroleads research with the Dynamics lead
Give the next person a useful snapshot of why this prospect caught your attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Why this helps
Research left in a separate tool can disappear from view when someone opens the CRM record.
- Keep supplied research close to the CRM record.
- Make handoffs easier to understand.
- Avoid reconstructing the reason for outreach.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Ask Notis to create a note with the supplied Aeroleads findings and link it to the supported Dynamics record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real research request and record.
Questions about this workflow
Can the note be linked to any Dynamics record?
The action supports linking to supported record types. Provide the record context or identifier in the request.
Does it fetch missing research?
The note uses information supplied in the request or otherwise accessible to the connected agent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dynamics365. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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