Turn business email discovery into a sales lead
When a business email makes a prospect actionable, capture the person in Dynamics while the trail is clear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Create a new lead.
Why this helps
An email found during research can be forgotten or separated from the person it belongs to.
- Keep the discovered email with its prospect.
- Turn research into a reviewable CRM record.
- Reduce lost contact details.
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 Dynamics lead when the request contains a discovered business email and person details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real email discovery request.
Questions about this workflow
Will it create a lead if only an email is provided?
Describe the minimum information in your instruction and supply that information in the request.
Does this verify the email?
The workflow uses the email and verification context supplied by Aeroleads or the request; it does not claim to independently verify it.
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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