Keep Docsumo agent cases visible alongside project work
Use a recurring case review to see which Docsumo agent cases may need attention as you manage active AccuLynx projects.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List External Agent Cases
Lists cases for an external agent case type.
Why this helps
Agent cases can drift out of view when project work and document processing are managed in separate places.
- Bring case stages and assignees into a recurring review.
- Use supported case filters when requesting the list.
- Reduce the chance that a case status goes unnoticed.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which specified external agent case type to review and to summarize relevant case stages, assignees, and workflow states for AccuLynx work.
- 4Choose the recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the case summary is useful.
Questions about this workflow
What does the case lookup support?
It lists cases for a specified external agent case type and supports optional filtering by stage, assignee, workflow state, or date ranges, plus pagination and sorting.
Does this action create or assign cases?
No. It lists cases for review and does not create or assign them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Docsumo. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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