Add a contact research agent to an Agenty project
A newly saved contact enters the right research project without another organizing task.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Add Agents to Project
Tool to add agent(s) to a project. use after confirming the project exists and you have valid agent ids. example: "add agents ['agent abc123','agent xyz789'] to project 123."
Why this helps
New contacts are captured but their research work is not connected to the project that owns follow-up.
- Connect contacts to active projects
- Reduce follow-up setup
- Keep research ownership clear
Setup
Build it in a few focused steps.
- 1Connect Outlook and Agenty in Notis once.
- 2Create an automation named Contact Research Routing.
- 3Tell Notis to use each new contact's available details to identify the matching Agenty agent and add it to the specified project.
- 4Pick New Contact Added as the trigger and choose a report channel.
- 5Test with one new contact and a known project.
Questions about this workflow
What if the contact has no matching agent?
Notis can report the missing match for manual review.
How is the project selected?
Use a project name or routing rule in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Agenty. A trigger fires from one place; an action lands in another.
Outlook triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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New Contact Added
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Tool to fetch details of a specific agent by its id. use when you need full agent configuration before taking further actions.
New Sent Message
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Update Agent by ID
Tool to update an agent's configuration and settings by agent id. use when you need to modify an existing agent after retrieving its current settings. example: "update agent 123 with new name and tags."
Create API Key
Tool to create a new api key. use when you need to provision access credentials for the api.
Connect any two apps with Notis in the middle.
Outlook and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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