Start a document editor when a new contact is added
Give every new relationship a ready document workspace from the moment the contact enters Outlook.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Why this helps
New contacts often require personalized paperwork, but opening the right editor becomes another forgotten step.
- Speed up contact onboarding
- Open the right editing workspace automatically
- Reduce repetitive setup for personalized documents
Setup
Build it in a few focused steps.
- 1Connect Outlook and Craftmypdf once in the Notis portal.
- 2Create an automation for new contact document preparation.
- 3Describe which Craftmypdf template editor session to create when a new Outlook contact is added and what the session link is for.
- 4Pick New Contact Added as the trigger and choose a report destination.
- 5Test with one new contact and verify the editor session link in the report.
Questions about this workflow
Does this fill the document automatically?
No. It creates an embeddable editor session for the chosen template.
Can the session be used for personalized documents?
Yes. Use the session to edit the template for the new contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Craftmypdf. A trigger fires from one place; an action lands in another.
Outlook triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
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 Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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