Keep a concise prospect research digest in Dynamics
Turn scattered prospect findings into a short record you can scan before deciding what to do next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Why this helps
Long research sessions make it hard to remember the useful details when it is time to act.
- Make research easier to scan later.
- Keep a summary with a supported Dynamics record.
- Reduce the need to revisit source material.
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.
- 3Describe which accessible prospect findings to summarize, where to link the note, and the concise format you prefer.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real research set and review the note.
Questions about this workflow
Where will the note be attached?
Provide a supported Dynamics record or tell Notis how to identify one from available context.
Can it include findings that are not accessible?
No. The digest can only use findings available 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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