Connect Agent mail to Dynamics365

When something happens in Agent mail, Notis takes the next step in Dynamics365. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Agent mail to Dynamics365

View example

Turn Inbound Sales Emails into Dynamics 365 Leads

Capture sales inquiries from Agent mail as new Dynamics 365 leads, with a concise summary of the sender's needs and next step.

View example

Log Customer Problems as Dynamics 365 Cases

Turn new support emails into Dynamics 365 cases with a short issue summary and the customer's requested help.

View example

Save Email Introductions as Dynamics 365 Contacts

Convert useful new introductions into Dynamics 365 contacts, with context from the original email attached to the record.

View example

Create Dynamics 365 Accounts from New Client Emails

Turn a clear new client or company announcement in Agent mail into a Dynamics 365 account with the email context summarized.

View example

Track Email-Confirmed Deals as Dynamics 365 Opportunities

Create a Dynamics 365 opportunity when an email confirms a real sales opportunity, carrying over the deal context and next step.

View example

Review Dynamics 365 Leads for Follow-Up

On a recurring schedule, review available Dynamics 365 leads and update the leads you identify as needing a follow-up reminder.

Supported Triggers and Actions

Notis builds workflows that link Agent mail to Dynamics365. A trigger fires from one place; an action lands in another.

Agent mail triggers

Dynamics365 actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get all invoices action

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Account

Creates a new account entity record in dynamics crm using the web api.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

Create Case

Creates a new case (incident) entity record in dynamics crm using the web api.

ActionInstant

Create Contact

Creates a new contact entity record in dynamics crm using the web api.

ActionInstant

Create Invoice

Creates a new invoice entity record in dynamics crm using the web api.

ActionInstant

Create Lead

Creates a new lead entity record in dynamics crm using the web api.

ActionInstant

Create Opportunity

Creates a new opportunity entity record in dynamics crm using the web api.

ActionInstant

Create Sales Order

Creates a new sales order entity record in dynamics crm using the web api.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.