Create a PDF profile for each new Outlook contact
Keep new relationships organized from the first interaction.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Why this helps
Contact details are captured but rarely turned into a useful reference.
- Creates a consistent contact brief
- Improves relationship context
- Reduces manual note taking
Setup
Build it in a few focused steps.
- 1Connect Outlook and DocRaptor once in the Notis portal.
- 2Create an automation for new contact profiles.
- 3Tell Notis to format available contact details as HTML and create a PDF profile.
- 4Pick New Contact Added as the trigger.
- 5Choose a report channel and test with one new contact.
Questions about this workflow
What if the contact has limited details?
Notis can create the profile from the fields Outlook provides and omit unavailable information.
Can I add a custom profile layout?
Yes. Describe the headings and order you want in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to DocRaptor. A trigger fires from one place; an action lands in another.
Outlook triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Document from Referrer
Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Download Async Document
Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get Async Document Status
Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
List Documents (JSON)
Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Connect any two apps with Notis in the middle.
Outlook and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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