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Capture a Cats portal snapshot for new contacts

Give every new contact a repeatable snapshot of available Cats portals.

Trigger

New Contact Added

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

Action

Get Portals

Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.

Why this helps

New contacts often trigger scattered setup tasks and inconsistent tool checks.

  • Make contact intake repeatable
  • Keep snapshots easy to review
  • Reduce setup friction

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Cats in the Notis portal once.
  • 2Create an automation named Contact Cats portal snapshot.
  • 3Describe the outcome: retrieve Cats portal metadata after each new Outlook contact and produce a concise snapshot.
  • 4Pick New Contact Added as the trigger and choose where run reports should go.
  • 5Test by adding one real contact.

Questions about this workflow

Is contact data transformed into Cats records?

No. The target action lists Cats portals; the workflow reports that metadata with the trigger context.

Can I review snapshots later?

Yes. Send run reports to a channel you regularly review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Outlook triggers

Cats actions

Recurring trigger

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

TriggerScheduled

Get Portals

Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.

ActionInstant

Webhook trigger

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

TriggerInstant

New Contact Added

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

TriggerInstant

Calendar Event Changes

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

TriggerInstant

New Calendar Event

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

TriggerInstant

New Outlook Message

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

TriggerInstant

New Sent Message

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

TriggerInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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