Prepare document templates when a new contact is added
A new relationship gets a ready starting point. Notis reviews your Documint templates when a contact enters Outlook.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
New contacts often require repeatable documents, but the preparation step is easy to forget.
- Standardize contact onboarding
- Surface useful templates early
- Reduce forgotten preparation steps
Setup
Build it in a few focused steps.
- 1Connect Outlook and Documint in Notis once.
- 2Create an automation named New contact document template check.
- 3Tell Notis to review each new contact and list Documint templates relevant to onboarding, proposals, or follow-up.
- 4Pick New Contact Added as the trigger and choose where run reports go.
- 5Test with one real new contact.
Questions about this workflow
Can it know the contact's role?
Only when that information is present in the Outlook contact record or event context.
Does it create a proposal?
No. It identifies templates you can use for the new relationship.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Documint. A trigger fires from one place; an action lands in another.
Outlook triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Update Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
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 Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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