Keep the Docsumo agent inventory visible
See which external agents are configured when planning document and campaign operations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get External Agents
Lists external agents configured for document or case processing.
Why this helps
Agent configuration details can fade from view, making it harder to know which processing resources are available.
- Keep a recurring view of configured external agents
- Make available processing resources easier to find
- Prepare campaign operations with less tool switching
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 external agent inventory summary Notis should prepare in one instruction.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the details you need are returned.
Questions about this workflow
Does this action return agent cases too?
No. It lists configured external agents. Use the external agent cases action when you need cases for a specific agent case type.
Can the report say which agent is best for a task?
Not from this list alone unless you provide decision criteria and the returned agent details support that comparison.
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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