Keep consent context available in the CRM
Preserve the consent signal and its provided context where your team can find it before acting.
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
Consent details can be separated from customer records, leaving teams uncertain about the context behind a subscriber's status.
- Keep supplied consent context alongside a relevant CRM record.
- Make the source signal easier to review during customer interactions.
- Avoid rewriting consent history from separate campaign 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 consent context capture.
- 3Tell Notis in one instruction what consent signals to record, which supplied details to include, and how to identify the correct Dynamics record.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real consent-related payload and verify the annotation and record association.
Questions about this workflow
Does this change consent status in Dynamics?
No. The selected action creates a note. It records supplied context but does not update a consent field.
Does the workflow determine legal consent?
No. It records the signal and context you provide. Use your own approved interpretation and provide the necessary details in the payload.
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.