Capture every sales inquiry as a Dynamics 365 lead
Keep promising inquiries out of your inbox and in the place your sales work happens.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Sales inquiries get buried in a busy inbox, leaving founders to remember who needs a response and why.
- Record new sales inquiries without switching apps.
- Summarize the sender's needs and buying context.
- Keep a clear next step with the lead for follow-up.
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 turn new sales inquiries into summarized Dynamics 365 leads.
- 4Choose Agent mail's New Email Received trigger and a channel for run reports.
- 5Test with one real inquiry and review the created lead.
Questions about this workflow
Will every new email become a lead?
Describe which emails count as sales inquiries in your instruction. Notis can use the email content to decide whether to create a lead.
Can Notis write a follow-up summary?
Yes. Ask it to summarize the sender's needs and a suggested next step in the lead details.
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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