Match a new Outlook contact to Agility CMS authors
Connect new relationships to the right publishing identity.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Get Authors
Tool to retrieve all authors from an agility cms instance. use when you need the full list of authors for display or processing.
Why this helps
New collaborators are added to contacts but their CMS author profile is hard to locate.
- Find author records faster
- Reduce duplicate profiles
- Improve contributor onboarding
Setup
Build it in a few focused steps.
- 1Connect Outlook and Agility CMS in Notis once.
- 2Create an automation named Author Match.
- 3Tell Notis to compare each new contact with the full Agility CMS author list and explain likely matches.
- 4Choose New Contact Added as the trigger and select a report channel.
- 5Test with one newly added collaborator.
Questions about this workflow
Does this create an author?
No, it retrieves authors and reports matches for your review.
What if several authors match?
Notis lists the candidates and explains the matching evidence available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Agility cms. A trigger fires from one place; an action lands in another.
Outlook triggers
Agility cms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Authors
Tool to retrieve all authors from an agility cms instance. use when you need the full list of authors for display or processing.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Categories
Tool to get all categories. use when you need to list every category in a given locale.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Get Content Item
Tool to fetch details of a content item by content id. use when you need item fields and metadata from agility cms.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Content List
Tool to retrieve a list of content items by reference name. use when you need to fetch and page through content list data with optional filtering, sorting, and link expansions.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Content Models
Tool to retrieve content models and page modules. use when you need schema definitions to dynamically build content structures.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get Logs
Tool to retrieve sync items (logs) from agility cms. use after initial full sync to fetch updates.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Get Page
Tool to retrieve details of a page, including metadata, content zones, and components. use after you know the page id to fetch.
Get Page Modules
Tool to retrieve all page modules defined in the agility instance. use when you need only modular definitions without content models.
Connect any two apps with Notis in the middle.
Outlook and Agility cms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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