Audit Bolna agents for new Outlook contacts
Keep new relationships connected to the right voice workflow.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Get all agents
List all agents
Why this helps
A new contact often enters the system without an obvious follow-up owner.
- Create a consistent contact handoff
- Find suitable voice coverage
- Reduce manual roster checks
Setup
Build it in a few focused steps.
- 1Connect Outlook and Bolna in Notis once.
- 2Create an automation named Contact Agent Audit.
- 3Tell Notis to list Bolna agents and recommend the best fit for each newly added contact based on your criteria.
- 4Pick New Contact Added as the trigger and choose a report channel.
- 5Test with one new contact.
Questions about this workflow
Does it create an agent?
No. This workflow lists existing agents and reports a recommendation.
Can it include contact context?
Yes, provided the Outlook contact contains that context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Bolna. A trigger fires from one place; an action lands in another.
Outlook triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Fetch all batches by agent id
List all batches for agent
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get all agents
List all agents
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get all phone numbers
List all phone numbers for your account
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get execution by id
Retrieve specific execution by `execution id`
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Make a phone call from agent
Initiate calls
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Outlook and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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