Verify AlgoDocs identity for every new contact
Start new relationships with clear ownership across your document tools.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Get Current User
Tool to retrieve current user information. Use after authenticating with your API key to verify identity.
Why this helps
New contacts can enter a process without a clear connected account owner.
- Clarifies ownership early
- Creates a consistent onboarding checkpoint
- Reduces account ambiguity
Setup
Build it in a few focused steps.
- 1Connect Outlook and AlgoDocs in Notis once.
- 2Create an automation named New contact identity check.
- 3Tell Notis to review the new contact context and retrieve the current AlgoDocs user.
- 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 contact in AlgoDocs?
No. The available action only retrieves current AlgoDocs user information.
Can it include the contact name in the report?
Yes. Notis can include the triggering contact context in its summary.
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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