Prepare customer email drafts from project context
Start with the project details and give your team a reviewable email draft inside Dynamics.
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 a customer update from scattered project notes takes time and makes follow-ups easier to postpone.
- Reduce time spent assembling customer context for an email.
- Keep the draft available in Dynamics for review.
- Avoid sending without a person checking the content.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to draft a concise customer email using relevant Agiled context and create it as an unsent Dynamics email activity.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real customer example and review the draft before sending.
Questions about this workflow
Does this send the email?
No. The listed action creates and stores a draft email activity without sending it.
Can Notis write details that are not in Agiled?
Ask Notis to use only the available context and flag unknown facts or commitments for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Dynamics365. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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