Create an onboarding form for every new contact
Start each new relationship with a clear, repeatable onboarding path.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Create form
Tool to create a new form. use when you need to define and store a form structure.
Why this helps
New contacts often require the same setup questions, but the process starts from scratch each time.
- Standardize new relationship intake
- Reduce repetitive preparation
- Capture context before the first follow-up
Setup
Build it in a few focused steps.
- 1Connect Outlook and Byteforms in Notis.
- 2Create an automation that creates an onboarding form from each qualifying new contact.
- 3Choose New Contact Added as the trigger.
- 4Select a report destination for the form link and status.
- 5Test with one real contact.
Questions about this workflow
Can it skip personal contacts?
Yes. State the contact criteria Notis should use when deciding whether to create a form.
What if the contact has little information?
Notis can create a basic form and report which context was unavailable.
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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