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Check BTCPay profiles for new contacts

See whether a new contact already has a BTCPay account before onboarding them again.

Trigger

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

Action

Get BTCPay Server User

Tool to retrieve information about a specific user. use when you need to fetch profile data for a given user id or email.

Why this helps

Duplicate account creation happens when contact records and payment platform users are managed separately.

  • Prevent duplicate accounts
  • Speed up identity checks
  • Give onboarding teams useful context

Setup

Build it in a few focused steps.

  • 1Connect Outlook and BTCPay Server in Notis once.
  • 2Create an automation named Contact BTCPay Profile Lookup.
  • 3Tell Notis to search BTCPay Server for a matching user by email, then report the profile and any ambiguity.
  • 4Pick New Contact Added as the trigger and choose a report channel.
  • 5Test with one existing and one new contact.

Questions about this workflow

What if multiple profiles match?

Notis can report all plausible matches for manual review.

Does this change the contact?

No. It reports the BTCPay profile so you can decide the next onboarding step.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Outlook to Btcpay server. A trigger fires from one place; an action lands in another.

Outlook triggers

Btcpay server actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Payment Request

Tool to create a new payment request for a store. use after confirming store id.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Store

Tool to create a new store in btcpay server. use when you need to provision a new store before processing transactions.

ActionInstant

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

Create BTCPay Server User

Tool to create a new btcpay server user. use when you need to register a new user programmatically as an administrator.

ActionInstant

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

Register a Webhook

Tool to register a new webhook. use when you need to receive store event notifications.

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

Delete API Key

Tool to revoke a specific api key. use when you need to remove an api key to immediately prevent its use. call after identifying the key to revoke.

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

Delete Payment Request

Tool to delete a specific payment request. use when you need to archive/remove an existing payment request for a store.

ActionInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

Delete Store Payout

Tool to delete a specific payout from a store. use when you need to cancel a payout no longer needed.

ActionInstant

Get API Key

Tool to retrieve the current api key. use after authentication to get api key details.

ActionInstant

Connect any two apps with Notis in the middle.

Outlook and Btcpay server, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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