Suggest forms for new contact onboarding
Give each new relationship a clear next step with the right form.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
List Forms
Tool to retrieve a list of all forms associated with the account. use when you need to fetch form details for management or analysis.
Why this helps
New contacts sit in the address book without a consistent path to qualification or onboarding.
- Standardize early relationship steps
- Reuse proven forms
- Reduce forgotten onboarding tasks
Setup
Build it in a few focused steps.
- 1Connect Outlook and Cabinpanda once in Notis.
- 2Create an automation for contact onboarding suggestions.
- 3Tell Notis to list Cabinpanda forms and recommend suitable qualification or onboarding forms for the new contact context.
- 4Pick New Contact Added as the trigger.
- 5Choose a report channel and test with one contact.
Questions about this workflow
Will it contact the person automatically?
No. It recommends forms and reports the result for your review.
Can it use contact notes?
Yes, if those notes are included in the event data available to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Cabinpanda. A trigger fires from one place; an action lands in another.
Outlook triggers
Cabinpanda 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 with specified fields and settings. use before collecting submissions to define 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 specific form by its id. use after confirming the target form exists and is safe to remove.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Delete Integration
Tool to delete a specific integration by its id. use when you need to remove or disable an existing integration (e.g., webhook) after confirming the integration id.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Form Details
Tool to retrieve details of a specific form by its id. use when you need form metadata (fields, labels, timestamps) before processing or submitting data.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Integration Details
Tool to retrieve details of a specific integration by its id. use when you need to inspect integration settings or status after obtaining its id.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get Profile
Tool to retrieve the authenticated user's profile information. use after obtaining valid api credentials to access user details.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
List Forms
Tool to retrieve a list of all forms associated with the account. use when you need to fetch form details for management or analysis.
List Integrations
Tool to retrieve a list of all integrations for the account. use when you need to inspect available or active integrations before managing them.
Connect any two apps with Notis in the middle.
Outlook and Cabinpanda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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