Build New Contact Document Context
Start every new relationship with a clear view of related paperwork.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
New contacts often require manual searching before you know whether documents already exist.
- Reduce onboarding searches
- Find existing paperwork sooner
- Create a useful contact snapshot
Setup
Build it in a few focused steps.
- 1Connect Outlook and Boloforms in Notis once.
- 2Create an automation named New contact document context.
- 3Tell Notis to list Boloforms documents and identify records related to each newly added contact.
- 4Choose New Contact Added as the trigger.
- 5Choose a report channel and test with one contact.
Questions about this workflow
What contact details can be used?
Notis can use the fields provided by the Outlook contact event.
Does it create a Boloforms contact?
No. The available action only lists documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Boloforms. A trigger fires from one place; an action lands in another.
Outlook triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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 Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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