Open the right form when a meeting is scheduled
Keep the meeting context and its supporting form together from the start.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
Get Form By ID
Tool to retrieve a specific form using its id. use when you need to fetch form details by providing the form's unique identifier.
Why this helps
Meeting preparation slows down when the related form is hidden in another system.
- Reduce preparation time
- Keep meeting assets connected
- Surface form details before attendees arrive
Setup
Build it in a few focused steps.
- 1Connect Outlook and Byteforms once.
- 2Create an automation that retrieves the form referenced in each qualifying meeting event.
- 3Select New Calendar Event as the trigger.
- 4Choose where the preparation summary should be reported.
- 5Test with one meeting containing a known form reference.
Questions about this workflow
Where should the form reference appear?
Include the form name or identifier in the event title or description and tell Notis how to find it.
Can it retrieve responses too?
Use a separate response retrieval workflow when you need submission data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Byteforms. A trigger fires from one place; an action lands in another.
Outlook triggers
Byteforms 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. use when you need to define and store a form structure.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Tool to delete a form by its id. use when you need to remove an existing form permanently.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Get all forms
Tool to fetch all forms created by the authenticated user. use after authentication to list existing forms.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Form By ID
Tool to retrieve a specific form using its id. use when you need to fetch form details by providing the form's unique identifier.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Form Responses
Tool to retrieve responses for a specific form with optional pagination and filtering. use when the form has collected submissions and you need to navigate large result sets.
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 Byteforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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