Draft sales emails from parsed inquiries
Prepare a relevant first response from the details already extracted, then let a person review it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email Activity
Creates and stores a draft email activity without sending the email.
Why this helps
Writing a first reply from scratch adds friction when the inquiry details are already available but spread across a parsed document.
- Create an unsent email activity from inquiry context.
- Give the representative a reviewable starting point.
- Keep outreach under human review before sending.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Dynamics 365 once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3Ask Notis in one instruction to draft a relevant, unsent Dynamics email activity using the submitted inquiry and to avoid claims not supported by its details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real inquiry and review the draft before sending.
Questions about this workflow
Does this send the email automatically?
No. The selected action creates and stores a draft email activity without sending it.
Can the draft include details that were not in the inquiry?
You can provide extra context in the request. Instruct Notis to avoid inventing details that were not supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Dynamics365. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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