Prepare Dynamics follow-up drafts from prospect context
Get a review-ready draft in Dynamics while keeping the final message in your hands.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email Activity
Creates and stores a draft email activity without sending the email.
Why this helps
Writing a contextual follow-up from scratch can slow down the next step after a prospect interaction.
- Reduce time spent starting follow-up emails
- Keep drafts available for review
- Avoid sending an unreviewed message
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to prepare a Dynamics draft email activity for each selected Agile CRM prospect using only supplied context, and never send it.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run it with one real prospect and review the draft before sending manually.
Questions about this workflow
Does this workflow send email?
No. The Dynamics action creates and stores a draft email activity without sending it.
Can Notis add details about the prospect's history?
Only if those details are available in the source context or supplied to the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dynamics365. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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