Keep audience context beside the account
Make relevant subscriber segment context visible where your team already reviews the account.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Why this helps
Audience changes can affect outreach, but that context is easy to miss when it remains outside the CRM.
- Preserve relevant audience context in the account history.
- Help sales and success teams consider campaign context before outreach.
- Reduce repeated lookups across tools.
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 segment context capture.
- 3Tell Notis in one instruction to add a concise account note for relevant webhook signals, and provide a rule for identifying the correct account.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real segment signal and verify the note is attached to the intended account.
Questions about this workflow
Can it add a note for any segment signal?
You choose which incoming signals matter in the instruction. The webhook payload must contain enough context to identify the segment and the intended account.
What if the account cannot be identified?
Provide a reliable matching rule or account reference in the input. Otherwise, the workflow should report the ambiguity rather than attach a note to a guessed 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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