Save important email senders as ClickSend contacts
Turn relationship signals in your inbox into an organized outreach list.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Create Contact in List
Tool to create a new contact in a specific contact list in your ClickSend account. Use when you need to add a contact to a list. At least one of phone_number, email, or fax_number must be provided.
Why this helps
Potential clients and partners get lost because contact details remain scattered across message threads.
- Captures contacts while context is fresh
- Builds a usable outreach list
- Reduces duplicate data entry
Setup
Build it in a few focused steps.
- 1Connect Outlook and ClickSend in Notis once.
- 2Create an automation named Capture important senders.
- 3Tell Notis which messages qualify and to add the sender to a named ClickSend contact list with available details.
- 4Pick the Outlook New Outlook Message trigger and choose a report channel.
- 5Test it with one qualifying message.
Questions about this workflow
What if the sender has no phone number?
ClickSend requires at least a phone number, email, or fax number, so Notis can save any available supported detail.
Can it avoid duplicate contacts?
Ask Notis to check the existing list before creating a contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to ClickSend. A trigger fires from one place; an action lands in another.
Outlook triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Usage by Subaccount
Tool to retrieve account usage statistics by subaccount for a specific month and year. Use when you need to view usage breakdown across subaccounts for billing or monitoring purposes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Account Activation Token
Tool to send an account activation token for verification. Use when you need to verify a new user account via SMS or other verification method.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Verify New Account
Tool to verify a new ClickSend account using an activation token. Use when you need to activate a newly created account with the token received during registration.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Calculate Post Letter Price
Tool to calculate the price for sending post letters without actually sending them. Use when you need to estimate the cost of postal letters before sending.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Calculate SMS Campaign Price
Tool to calculate the price for an SMS campaign before sending. Use when you need to estimate costs for an SMS campaign to a contact list. Pricing depends on the number of recipients, message length, and destination countries.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Create Email Delivery Receipt Automation
Tool to create an email delivery receipt automation rule in ClickSend. Use when you need to set up automated actions to trigger when email delivery receipts are received.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Create Inbound Fax Automation
Tool to create a new inbound fax automation rule in ClickSend. Use when you need to set up automated actions to trigger when inbound faxes are received.
Create Fax Delivery Receipt Automation
Tool to create a fax delivery receipt automation rule in ClickSend. Use when you need to set up automated actions to trigger when fax delivery receipts are received.
Connect any two apps with Notis in the middle.
Outlook and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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