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Keep contact driven campaigns aligned with Dotsimple tags

Use new relationship context to keep campaign categories consistent.

Trigger

New Contact Added

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

Action

List Tags

Tool to list all tags available in the workspace. use when you need to retrieve tag metadata for planning or display.

Why this helps

New contacts often introduce audience context that never gets reflected in campaign organization.

  • Improves audience organization
  • Speeds up campaign planning
  • Reduces inconsistent labels

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Dotsimple once.
  • 2Create an automation that lists existing Dotsimple tags and recommends relevant categories for each new contact.
  • 3Choose New Contact Added as the trigger.
  • 4Select the report channel.
  • 5Test with one real contact.

Questions about this workflow

Does it modify the contact?

No. It uses the new contact as context and reports tag recommendations.

Can it handle a contact without campaign details?

Yes, it can report that more context is needed when the contact record is sparse.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Outlook triggers

Dotsimple actions

Recurring trigger

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

TriggerScheduled

Create Tag

Tool to create a new tag in dotsimple. use when you need to categorize content with custom tags. example: create a tag named "news" with color "#38bdf8".

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Media Files

Tool to delete multiple media files in the workspace. use after confirming unwanted files. call this when you have a list of media ids to remove. returns success status.

ActionInstant

New Contact Added

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

TriggerInstant

Delete Tag

Tool to delete a tag by its uuid. use when you need to remove a specific tag; ensure the uuid is correct before invoking.

ActionInstant

Calendar Event Changes

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

TriggerInstant

Get Media File

Tool to retrieve details of a specific media file. use when you have the mediafileid and need its metadata.

ActionInstant

New Calendar Event

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

TriggerInstant

Get Tag by UUID

Tool to retrieve details for a specific tag by uuid. use when you need full tag information after obtaining its identifier.

ActionInstant

New Outlook Message

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

TriggerInstant

List Accounts

Tool to list all connected social media accounts in the workspace. use when you need to retrieve available accounts before posting or scheduling content.

ActionInstant

New Sent Message

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

TriggerInstant

List Autoresponders

Tool to list all autoresponders. use when you need to browse through your autoresponder setup.

ActionInstant

List Media Files

Tool to list all media files with optional pagination. use when you need to retrieve or browse uploaded media files page by page.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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