Keep identified subscribers reachable in Dynamics
Bring subscribers with usable contact details into the CRM so your team can manage the relationship in one place.
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
Useful subscriber identity can remain isolated in campaign tools, leaving teams without a consistent CRM record for follow-up.
- Create a CRM contact when the incoming signal includes usable identity information.
- Keep campaign-origin context available from the payload.
- Reduce re-entry when a subscriber becomes relevant to the team.
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 identified subscriber capture.
- 3Tell Notis in one instruction which webhook payloads should create a contact and to use only supplied contact details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real subscriber payload and inspect the created contact.
Questions about this workflow
Will this create a contact for anonymous subscribers?
A contact requires usable identity details. If the payload is anonymous, the automation should skip contact creation or report that identity is missing.
Does this deduplicate existing contacts?
Do not assume it will deduplicate unless you give Notis a usable matching rule and the necessary data. Validate the desired handling in your instruction.
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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