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Notis

Review Dromo upload history for new contacts

Give new relationships the right data context before follow-up starts.

Trigger

New Contact Added

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

Action

List Uploads

Tool to retrieve a list of all uploads stored by dromo for your organization. use when you need to paginate or filter uploads.

Why this helps

New contacts enter the CRM context while related data remains scattered in import history.

  • Adds context to new contacts
  • Surfaces related data files
  • Reduces manual history searches

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Dromo in Notis.
  • 2Create an automation for new contact context.
  • 3Tell Notis to list Dromo uploads after a new Outlook contact is added and summarize records that may relate to the contact.
  • 4Choose New Contact Added as the trigger.
  • 5Select a report destination and test with one new contact.

Questions about this workflow

Can it find a perfect match?

It can summarize likely related uploads from the details available in the contact and upload records.

Does it modify the contact?

No. It reports Dromo upload context for your review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Outlook triggers

Dromo actions

Recurring trigger

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

TriggerScheduled

List Uploads

Tool to retrieve a list of all uploads stored by dromo for your organization. use when you need to paginate or filter uploads.

ActionInstant

Webhook trigger

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

TriggerInstant

Upload File To Headless Import

Tool to upload a file to a headless import. use after obtaining a signed upload url from dromo. performs an http put of raw bytes to the provided signed url.

ActionInstant

New Contact Added

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

TriggerInstant

Calendar Event Changes

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

TriggerInstant

New Calendar Event

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

TriggerInstant

New Outlook Message

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

TriggerInstant

New Sent Message

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

TriggerInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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