Check supporting documents when a certificate is issued
A new credential can prompt a quick search of Docsumo for the supporting paperwork tied to the recipient or credential.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List All Documents
Lists documents in the account.
Why this helps
It is easy to lose track of supporting paperwork when credential issuance and document review happen in separate tools.
- Bring related Docsumo records into the issuance review.
- Surface document status and metadata returned by Docsumo.
- Keep the review prompt focused on the recipient or credential details supplied.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to search Docsumo documents for records related to the recipient or credential in the webhook request and summarize matches and status.
- 4Choose a webhook trigger and have your sender call it when a certificate is issued.
- 5Choose where run reports go and test with one real request containing searchable details.
Questions about this workflow
Does this workflow verify a certificate against a document?
It can search and summarize the documents Docsumo returns. It does not establish a verification capability beyond the listed document search action.
What if the webhook contains no recipient or credential identifier?
Notis will have limited context for finding related records. Include a useful search term in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Docsumo. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Table Row
Adds an empty row to the end of a database table.
Get User Document Types
Lists the user’s available document types and limits.
Create Folder
Creates a folder for organizing documents.
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
Delete Table
Permanently deletes one or more database tables.
Get External Agents
Lists external agents configured for document or case processing.
Get Table Data
Retrieves all data from a specified database table.
Connect any two apps with Notis in the middle.
Accredible certificates and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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