Prepare a tailored prospect email for review
Start with the research you already have and get a draft ready in Dynamics for a human review.
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 each first-touch email from a blank page adds friction to an already busy prospecting day.
- Use supplied research to shape a relevant draft.
- Keep the draft in Dynamics for review.
- Avoid starting every outreach message from scratch.
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 draft Dynamics email activity using the supplied prospect context and your preferred tone.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect example and review the draft.
Questions about this workflow
Will this send the email?
No. The action creates and stores a draft email activity without sending it.
What should I provide for a useful draft?
Supply the prospect context, the reason for reaching out, and any tone or offer guidance you want followed.
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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