Review Docsumo agent cases at a campaign checkpoint
Bring relevant case status into a checkpoint report so open work is easier to spot.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List External Agent Cases
Lists cases for an external agent case type.
Why this helps
Case follow-up can slip when an operational checkpoint and document processing activity live in different tools.
- Review cases for a specified agent case type
- Surface stage, assignee, workflow state, or date details when available
- Keep checkpoint preparation focused
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the case review and summary Notis should prepare for the specified case type in one instruction.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example from your campaign checkpoint process.
Questions about this workflow
What does this action need to retrieve cases?
It lists cases for a specific external agent case type. The action supports optional filtering by stage, assignee, workflow state, or date ranges, plus pagination and sorting.
Are those filters configured as Notis field mappings?
No. Notis uses a plain language instruction. The case type and any requested criteria must be grounded in information provided to the workflow and supported by the action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Docsumo. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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