Make campaign responses easy to follow up
Let a meaningful push response become a clear next action in Dynamics, while the context is still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task activity and returns its selected representation.
Why this helps
A positive campaign response can call for a personal touch, but it is easy for that next step to get lost in analytics.
- Turn a qualifying response signal into a visible sales activity.
- Keep task details tied to the event information that was actually received.
- Reduce the mental overhead of remembering which prospects need a next step.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis in one instruction to create a Dynamics task for webhook payloads that indicate a response needing personal follow-up.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real campaign response payload and check the task details.
Questions about this workflow
Can Notis tell whether a response needs personal follow-up?
Only if the incoming payload or your instruction provides a reliable signal for that decision. AimTell trigger events are not listed, so the webhook sender must provide the data.
Will the task be assigned to a particular owner?
The workflow can use an owner only if you specify a usable assignment rule and the required information is available. Otherwise, ask Notis to create a task without assuming an owner.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Dynamics365. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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