Create intake forms for new Outlook contacts
Give every new relationship a simple intake path from the moment it enters your contacts.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Create Form
Tool to create a new form in basin. use when you need to automate form setup with name, timezone, and project association; optionally configure redirect, notifications, or spam protection.
Why this helps
New contacts are added quickly but the information needed for follow up is often collected inconsistently.
- Standardize contact intake
- Reduce scattered notes
- Start onboarding faster
Setup
Build it in a few focused steps.
- 1Connect Outlook and Basin in Notis once.
- 2Create an automation asking Notis to create the relevant Basin intake form for each qualifying new contact.
- 3Pick New Contact Added as the trigger and choose a report channel.
- 4Test with one new contact and inspect the form setup report.
Questions about this workflow
Does this create a form for every contact?
Only if your prompt says all contacts qualify; you can describe a narrower contact type.
Can the form name include the contact context?
Yes. Ask Notis to use the contact or relationship context available in the event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Basin. A trigger fires from one place; an action lands in another.
Outlook triggers
Basin actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Tool to create a new form in basin. use when you need to automate form setup with name, timezone, and project association; optionally configure redirect, notifications, or spam protection.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Form Webhook
Tool to create a new webhook for a specific form. use when you need to programmatically add a webhook once you have the form id and callback url confirmed.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Notification
Tool to create a new notification webhook. use when you need to forward form submissions to an external service.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create Project
Tool to create a new basin project. use when you need a new organizational container for forms. example: "create a project named marketing leads."
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Delete Form
Tool to delete a form. use when permanently removing a form after it's no longer needed. ensure the form id is correct; this operation is irreversible.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Delete Integration
Tool to delete a form webhook integration. use when removing an obsolete integration by id.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Delete Project
Tool to delete a project. use when you need to remove a project after confirming its id. returns the deleted project's details.
Delete Webhook
Tool to delete a specific webhook. use when you need to remove a webhook from a form after confirming its id.
Connect any two apps with Notis in the middle.
Outlook and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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