Capture business subscribers as Dynamics accounts
Turn clearly identified business subscribers into account records for your team to review and manage.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Account
Create a new account record.
Why this helps
Business prospects can remain mixed into audience data, making it harder to track organizations and coordinate follow-up.
- Create accounts only when supplied data supports a business identity.
- Keep organization prospects visible to the team in Dynamics.
- Apply a consistent review rule to subscriber data.
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 name it for business subscriber capture.
- 3Tell Notis in one instruction how to identify a business subscriber from supplied data and which details are required before creating an account.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real business subscriber example and verify the account details.
Questions about this workflow
Can the workflow infer a company from an email address?
Only if you explicitly choose that rule and provide enough information to apply it safely. AimTell data fields are not specified here, so do not assume they include company details.
What should happen for unclear subscriber records?
Tell Notis to skip or report records that do not meet your business identification rule, rather than creating a speculative account.
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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