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List CustomGPT projects for a new contact

Connect relationship context with the agents that can support it.

Trigger

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

Action

List CustomGPT Projects

Tool to list all CustomGPT agents. Use when you need to retrieve agent projects with pagination support after setting your API key.

Why this helps

New contacts often require follow up systems, but the right agent is hard to identify consistently.

  • Create a repeatable contact onboarding cue
  • Keep relationship work tied to useful agents
  • Reduce manual project browsing

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Customgpt in Notis once.
  • 2Create an automation named New contact project review.
  • 3Tell Notis to list CustomGPT projects and summarize which ones could support work related to the new contact.
  • 4Pick New Contact Added as the trigger.
  • 5Choose a report channel and test with one real contact.

Questions about this workflow

Does it store the contact in CustomGPT?

No. It retrieves projects for review.

Can it handle contacts without company details?

Yes, and it can note when the available context is too limited for a useful recommendation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Outlook to Customgpt. A trigger fires from one place; an action lands in another.

Outlook triggers

Customgpt actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete CustomGPT Project

Tool to delete a CustomGPT project by ID. Use when you need to permanently remove an existing agent after confirming the ID.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete CustomGPT Project License

Tool to delete a CustomGPT project license by ID. Use after confirming both projectId and licenseId; this permanently removes the license.

ActionInstant

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

Get Project License

Tool to retrieve a license for a specific project. Use when you need to fetch license details by license ID.

ActionInstant

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

Get Project Settings

Tool to retrieve a specific agent's settings. Use when inspecting or auditing an agent's configuration after setup.

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

Get Usage Limits

Tool to get user's agents, words, and queries usage limits. Use when you need to check current account quotas after authentication.

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

Get Current User Profile

Tool to retrieve the current user's profile information. Use when you need to display or verify authenticated user details after login.

ActionInstant

New Sent Message

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

TriggerInstant

List Conversation Messages

Tool to list messages in a conversation. Use when you need to retrieve the full chat history after starting a conversation session.

ActionInstant

List CustomGPT Project Licenses

Tool to list all licenses for a CustomGPT project. Use when you have a project ID and want to fetch its license entries.

ActionInstant

Connect any two apps with Notis in the middle.

Outlook and Customgpt, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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