Verify new contacts against Beaconstac users
Catch existing collaborator records before onboarding creates confusion or duplicates.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Retrieve User
Tool to retrieve the details of an existing user by id. use when you need to fetch a user's profile after confirming its existence.
Why this helps
A new contact may already have Beaconstac access, but that history is easy to miss.
- Prevent duplicate onboarding
- Confirm existing access
- Reduce identity confusion
Setup
Build it in a few focused steps.
- 1Connect Outlook and Beaconstac in Notis once.
- 2Create an automation for contact verification.
- 3Tell Notis to look for a matching Beaconstac user and retrieve the record when a likely match exists.
- 4Pick New Contact Added as the trigger and choose a report channel.
- 5Test with one contact who may already have access.
Questions about this workflow
What if no match exists?
Ask Notis to report no match and leave onboarding for a separate workflow.
Can it compare by email?
Yes. Use the contact email as the primary matching clue.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Beaconstac. A trigger fires from one place; an action lands in another.
Outlook triggers
Beaconstac actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New Contact Added
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List Bulk QR Code Collections
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Connect any two apps with Notis in the middle.
Outlook and Beaconstac, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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