Make subscriber re-engagement a clear next step
Turn an inactivity review into a short list of follow-ups your team can work through in Dynamics.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task activity and returns its selected representation.
Why this helps
Subscribers who go quiet can slip out of view when inactivity reports are reviewed inconsistently and follow-up is left to memory.
- Create a concrete task for contacts that meet your chosen criteria.
- Apply the same re-engagement rule on each review.
- Make follow-up visible without manually scanning every report.
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 the inactivity review.
- 3Tell Notis in one instruction what inactivity criteria to apply to supplied AimTell data and to create a Dynamics task for matching contacts.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real data sample and confirm the matching contact receives an appropriate task.
Questions about this workflow
Does this assume AimTell has a built-in inactivity trigger?
No. It uses a Notis schedule. The relevant AimTell data must be supplied to the automation, because no AimTell triggers are listed.
Who chooses the inactivity threshold?
You do. Include the threshold and any exclusions in the instruction or provide them with the data; the workflow should not invent a baseline.
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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