Prepare a welcome email for new subscribers
Give a new subscriber a thoughtful follow-up draft, with a person making the final decision to send.
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
A promising opt-in may deserve a personal welcome, but the context can be missed or turned into an unwanted automatic message.
- Prepare a draft using only details present in the opt-in signal.
- Keep sending under human control.
- Make personal follow-up easier to review and complete.
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 subscriber welcome drafts.
- 3In one instruction, tell Notis when an opt-in warrants a draft, what context to include, and to leave the email unsent.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real opt-in payload and review the draft and recipient.
Questions about this workflow
Does the workflow send the welcome email?
No. The Dynamics action creates and stores a draft email activity without sending it.
What if the opt-in payload has no email address?
The workflow needs a recipient identifier to create a useful draft. If the payload lacks one, provide it through the input or have the automation report that it cannot prepare the draft.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.