Create relationship tasks from new contacts
Turn new connections into thoughtful next steps.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Create Task
Tool to create a new task in DART with title and optional metadata. Use when you need to add a task to a workspace.
Why this helps
New contacts are saved but the follow-up action is easy to forget.
- Make networking follow-up consistent
- Keep relationship work visible
- Capture contact context immediately
Setup
Build it in a few focused steps.
- 1Connect Outlook and Dart in Notis once.
- 2Create an automation named New Contact Follow Up.
- 3Tell Notis to create a Dart task for a sensible next relationship step using the contact details, without inventing missing information.
- 4Choose New Contact Added as the trigger and select a report channel.
- 5Test it by adding one real contact.
Questions about this workflow
What if the contact has little information?
Notis can create a lightweight task and clearly note which details are missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Dart. A trigger fires from one place; an action lands in another.
Outlook triggers
Dart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Task Comment
Tool to create a new comment on a DART task. Use when you need to add feedback, notes, or discussion to a specific task. Supports markdown formatting and threaded replies via parentId.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Task Time Tracking
Tool to add a time tracking entry to a DART task. Use when you need to record time spent on a specific task. The finishedAt timestamp must be after startedAt.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Doc
Tool to create a new doc in Dart. Use when you need to record a new document that the user intends to write down. By default, the created doc will be in the Docs folder unless a specific folder is specified.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create Task
Tool to create a new task in DART with title and optional metadata. Use when you need to add a task to a workspace.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Delete Doc
Tool to move an existing doc to the trash where it can be recovered if needed. Use when you need to delete a doc without permanently removing it.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Delete Task
Tool to delete an existing task in Dart by moving it to trash. Use when a task needs to be removed but can be recovered later.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Get User Space Configuration
Tool to retrieve workspace configuration including dartboards, folders, types, statuses, and more. Use when you need to understand available options in the workspace.
Get Doc
Tool to retrieve an existing doc with metadata and content. Use when you need to access a specific document's details including title, folder, and text content.
Connect any two apps with Notis in the middle.
Outlook and Dart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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