Keep valuable email introductions in Dynamics 365
Turn a name in your inbox into a contact record you can find and act on later.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Names and relationship context from introductions are easy to lose when they stay in email threads.
- Save relevant introductions as CRM contacts.
- Retain the reason for the introduction in the record.
- Reduce manual copying of contact details.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Dynamics 365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to create a contact for new business introductions and include the introduction context.
- 4Choose Agent mail's New Email Received trigger and a channel for run reports.
- 5Test with one real introduction email and review the contact.
Questions about this workflow
Can it tell an introduction from a regular email?
Describe the introductions you want captured in your instruction. Notis can use the message content to identify relevant emails.
Can the relationship context be kept?
Yes. Ask Notis to summarize who introduced the person and why they may be relevant.
When this happens · Trigger
Do this · Action
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.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Agent mail and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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