Prepare a Dynamics outreach draft from Affinity context
Start an outreach draft with the relationship details and goal already in view.
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 thoughtful follow-up from scattered relationship context takes time and makes the first draft easy to postpone.
- Create a draft email activity without sending it.
- Use the relationship details and goal included in the request.
- Reduce blank-page effort before reviewing outreach.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dynamics once in Notis.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3In one instruction, ask Notis to draft an email activity in Dynamics using the supplied Affinity context and stated outreach goal, without sending it.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real outreach scenario and review the saved draft.
Questions about this workflow
Will the email be sent automatically?
No. This action creates and stores a draft email activity without sending it.
Can it personalize the email from Affinity data?
It can use the context included in the request. Do not assume it can retrieve unprovided Affinity history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dynamics365. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.