Check what you already know about a new contact
When you add a contact, Notis can look for matching names, addresses, or other details in the index you specify.
Trigger
New Contact Added
Fires when a new contact is added to the contacts list.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
New contacts can already appear in notes or records, but checking manually takes time and can miss useful history.
- Check a specified index for records that may relate to the contact.
- Review possible matches in one report.
- Avoid repeating searches across separate tools.
Setup
Build it in a few focused steps.
- 1Connect Outlook and Elasticsearch once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Ask Notis to search your chosen index for documents matching each new contact's available details and summarize possible matches.
- 4Pick Outlook New Contact Added as the trigger and choose where run reports go.
- 5Test with one real contact and review how matches are reported.
Questions about this workflow
Will this create a contact record in Elasticsearch?
No. The available action searches an index; it does not add or update documents.
What if the index has no contact information?
The search can only find information stored in the index. Choose a suitable index and describe the available contact details in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Elasticsearch. A trigger fires from one place; an action lands in another.
Outlook triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
New Contact Added
Fires when a new contact is added to the contacts list.
Query Index
Searches an Elasticsearch index for documents.
Calendar Event Changes
Fires when a calendar event is created, updated, or deleted.
Ping Cluster
Pings the cluster to check its connectivity and health.
New Calendar Event
Fires when a new calendar event is created.
New Outlook Message
Fires when a new message arrives in the watched mail folder.
New Sent Message
Fires when a new message is sent from the watched mail folder.
Connect any two apps with Notis in the middle.
Outlook and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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