Review Cats portals during contact intake
Make contact intake a consistent starting point for tool context.
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
Contact intake often leaves small verification tasks unassigned or forgotten.
- Create a repeatable intake step
- Reduce forgotten checks
- Centralize review output
Setup
Build it in a few focused steps.
- 1Connect Outlook and Cats in the Notis portal once.
- 2Create an automation named Contact intake Cats review.
- 3Describe the outcome: retrieve Cats portal metadata after each new Outlook contact and create a short intake review.
- 4Pick New Contact Added as the trigger and choose where run reports should go.
- 5Test by adding one real contact.
Questions about this workflow
What does the review include?
It includes a concise summary of the Cats portals returned for that run.
Can I add my own review criteria?
Yes. State the desired reporting outcome in the plain language automation instruction.
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.
Get Portals
Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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 Cats, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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