Prepare new contact files for processing
Turn contact intake into a ready-to-process document workflow.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Upload File (Multipart)
Tool to upload a file via multipart/form-data. use when you need to store a file on convertapi's servers (up to 3 hours) and obtain a fileid for subsequent conversions.
Why this helps
Onboarding files connected to a new relationship can be scattered across notes and links.
- Standardizes new contact onboarding
- Creates temporary processing copies
- Reduces manual file collection
Setup
Build it in a few focused steps.
- 1Connect Outlook and Convertapi in Notis once.
- 2Create an automation for new-contact file intake.
- 3Tell Notis to find any accessible file associated with the new contact, upload it with multipart upload, and report the file ID.
- 4Pick New Contact Added as the trigger and choose a report destination.
- 5Test with one contact that has a safe file reference.
Questions about this workflow
What file association can it use?
Provide the file link or context in the contact record or related event so Notis can locate it.
Can it upload multiple files?
Yes, instruct Notis to upload each accessible file and list the IDs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Convertapi. A trigger fires from one place; an action lands in another.
Outlook triggers
Convertapi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Async Convert
Tool to perform an asynchronous file conversion. use when converting large or long-running files to avoid client timeouts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Async Job
Tool to delete a previously created asynchronous conversion job. use when the job is no longer required to free server resources.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Delete Uploaded File
Tool to delete a previously uploaded file. use when the file is no longer needed and should be removed from temporary storage.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Supported Input Formats For Output
Tool to list all input formats that can convert to a specified output format. use after deciding the target output format.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Convert PDF to DOCX
Tool to convert pdf files to docx format. use when you need editable word documents from pdfs. provide pdf content or url and receive docx file metadata and download links.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Convert PDF to JPG and Store
Tool to convert a pdf to jpg and store the result on the server. use when individual jpg pages are needed for further workflow steps.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Upload File From URL
Tool to upload a file directly from a remote url. use when you need to import files hosted on a remote server without downloading locally.
Upload File (Multipart)
Tool to upload a file via multipart/form-data. use when you need to store a file on convertapi's servers (up to 3 hours) and obtain a fileid for subsequent conversions.
Connect any two apps with Notis in the middle.
Outlook and Convertapi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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