Prepare Dynamics follow-up drafts from content work
Get a contextual email draft into Dynamics without losing time rebuilding the story from scratch.
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
Following up after content work takes extra effort when the relevant context is scattered across systems.
- Start a follow-up draft from supplied content context.
- Keep the draft in Dynamics for review.
- Reduce time spent recreating context before writing.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the desired outcome to Notis.
- 3Ask Notis to create a draft Dynamics email activity using the request context, without sending it.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real follow-up request and review the resulting draft.
Questions about this workflow
Will the email be sent automatically?
No. This action creates and stores a draft email activity without sending it.
Can the draft include information not supplied to Notis?
The automation should rely on the request and available connected data. Any missing details need to be supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Dynamics365. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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