Draft researched outreach in Dynamics 365
Start with a relevant, researched draft and keep the final send under your control.
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 relevant outreach from scratch takes focus, while sending unchecked automation can create avoidable mistakes.
- Start from public details that are relevant to the prospect.
- Keep the message in draft for human review.
- Avoid switching between research and CRM to prepare outreach.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dynamics 365 once in the Notis portal.
- 2Create an automation for researched email drafts.
- 3Ask Notis to research the supplied prospect context with AgentQL and create a concise email draft in Dynamics 365 for review, without sending it.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real prospect and inspect the draft before sending.
Questions about this workflow
Does this workflow send the email?
No. The listed action creates and stores a draft email activity without sending it.
Can the draft use personal details?
Ask Notis to use relevant, publicly available business context and avoid unsupported or sensitive assumptions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Dynamics365. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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