Add document context to new Outlook contacts
Connect new relationships with the document results that matter to them.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Get Multiple Document Results
Tool to retrieve parsed data from multiple documents processed by a specific parser. Use when you need to fetch results for multiple documents at once. Returns up to 100 results by default, with a maximum of 10000.
Why this helps
New contacts often arrive without the contract, form, or profile details needed for a useful follow up.
- Surfaces related parsed documents for new contacts
- Creates a consistent relationship handoff
- Reduces forgotten context after introductions
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docparser in Notis once.
- 2Create an automation named contact added document context.
- 3Tell Notis to retrieve relevant Docparser results using the new contact details and summarize useful context.
- 4Choose New Contact Added as the trigger.
- 5Select a report channel and test with one newly added contact.
Questions about this workflow
Does this enrich the Outlook contact record?
No. It creates a report with relevant Docparser results.
What if the contact has no related documents?
Notis can report that no matching parsed results were found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Docparser. A trigger fires from one place; an action lands in another.
Outlook triggers
Docparser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Multiple Document Results
Tool to retrieve parsed data from multiple documents processed by a specific parser. Use when you need to fetch results for multiple documents at once. Returns up to 100 results by default, with a maximum of 10000.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Parser Models
Tool to retrieve all model layouts for a specific parser. Use when you need to list different layout configurations within a parser that help handle document variations.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
List Parsers
Tool to retrieve all Document Parsers linked to your account. Use when you need to view available parsers or obtain parser IDs for subsequent operations.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Ping API
Tool to test API authentication and connection health check for Docparser API. Use when you need to verify that API credentials are valid and the connection is working.
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 Docparser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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