Check client records when adding Outlook contacts
Connect new relationship details to the client context your team already has.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Why this helps
Contact capture and client records often remain disconnected during busy onboarding work.
- Adds context to new contacts
- Supports faster onboarding
- Reduces duplicate record searches
Setup
Build it in a few focused steps.
- 1Connect Outlook and Coassemble in Notis once.
- 2Create an automation that reviews each new contact and retrieves relevant client records.
- 3Pick New Contact Added as the trigger.
- 4Choose where run reports go and test with one real contact.
Questions about this workflow
Can it distinguish people from organisations?
Notis can use the contact details and your instruction, but the available action returns client records only.
Can it create a client record?
No. This workflow performs a retrieval and review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Coassemble. A trigger fires from one place; an action lands in another.
Outlook triggers
Coassemble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Courses
Tool to retrieve all courses with optional filters and pagination. use when you need to list courses after setting identifier and client identifier, and control page size and number.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Get Trackings
Tool to retrieve tracking objects with filters. use when you need to fetch learner progress data filtered by course id, date range, identifier, or completion status.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
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 Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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