Keep campaign performance context with your CRM records
Put a short campaign recap beside the Dynamics record your team uses, so results are easier to act on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Why this helps
Campaign analytics and customer records live apart, making it harder to see what worked without reopening reports and rebuilding context.
- Bring a concise view of campaign results into the CRM.
- Give the team a repeatable place to review outcomes and next steps.
- Avoid manually rewriting analytics into a customer or account note.
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 the recurring campaign recap.
- 3In one instruction, tell Notis what AimTell data to summarize and which Dynamics record should receive the note; provide the data source and record-selection rule if needed.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real analytics sample and verify the note is attached to the intended record.
Questions about this workflow
Can this automation fetch AimTell analytics by itself?
No AimTell trigger or read action is listed in this workflow context. Provide the campaign analytics to Notis through an available source or webhook and specify which Dynamics record to update with the note.
What happens if the intended Dynamics record is unclear?
Provide a record-selection rule or include a usable record reference with the data. The workflow should not guess which record to annotate.
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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