Review AlgoDocs folders for every new contact
Give new relationships a ready document home from the start.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
List folders
Tool to list folders. Use when you need to retrieve all folder IDs and their hierarchy. Must be called after obtaining an API key.
Why this helps
Contact onboarding often leaves related documents scattered across uncertain locations.
- Starts organized relationship intake
- Surfaces folder options early
- Reduces future filing cleanup
Setup
Build it in a few focused steps.
- 1Connect Outlook and AlgoDocs in Notis once.
- 2Create an automation named New contact folder context.
- 3Tell Notis to review the new contact and list AlgoDocs folders that could hold related documents.
- 4Pick New Contact Added as the trigger.
- 5Choose a report channel, then test with one new contact.
Questions about this workflow
Does it create a folder for the contact?
No. It lists existing AlgoDocs folders and provides a suggested destination.
Can it use company details?
Yes, when those details are present in the Outlook contact data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Algodocs. A trigger fires from one place; an action lands in another.
Outlook triggers
Algodocs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Current User
Tool to retrieve current user information. Use after authenticating with your API key to verify identity.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List document data extractors
Tool to list document data extractors. Use when you need identifiers and names of all extractors in your AlgoDocs account.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
List folders
Tool to list folders. Use when you need to retrieve all folder IDs and their hierarchy. Must be called after obtaining an API key.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Algodocs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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