Bring qualified subscribers into your contact list
Give relevant, identifiable subscribers a CRM record your team can use for coordinated follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Create a new contact.
Why this helps
Manually copying new subscriber information into the CRM creates busywork and makes useful relationships harder to manage.
- Create contacts only when supplied details meet your rule.
- Keep subscriber source context alongside the contact details provided.
- Reduce the manual gap between audience growth and relationship management.
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 qualified subscriber capture.
- 3Tell Notis in one instruction what qualifies for contact creation and to include only identity details present in the webhook payload.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real qualifying payload and review the contact record.
Questions about this workflow
What subscriber data is required?
The payload needs enough identity information to create a useful contact. No specific AimTell fields are established here, so use the fields actually provided.
Will every subscriber become a contact?
Only if you define that rule. You can specify qualification criteria and how to handle anonymous or incomplete records.
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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