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Add a Cats portal status note after sending mail

Close the loop on outbound work with a small status note.

Trigger

New Sent Message

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

Action

Get Portals

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

Why this helps

Outbound tasks are completed, but supporting integration status often goes undocumented.

  • Improve operational visibility
  • Create consistent status notes
  • Reduce manual documentation

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Cats in the Notis portal once.
  • 2Create an automation named Sent message Cats status note.
  • 3Describe the outcome: retrieve Cats portal metadata after each sent Outlook message and write a short status note.
  • 4Pick New Sent Message as the trigger and choose where run reports should go.
  • 5Test by sending one real Outlook message.

Questions about this workflow

Where is the status note written?

Choose the report channel during automation setup.

Does this send a follow-up email?

No. It only retrieves portal metadata and produces a run report.

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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