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Create a fresh row for the next entry

Give the next data entry a clean place to land by appending an empty row to the table you specify.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Add Table Row

Adds an empty row to the end of a database table.

Why this helps

Setting up a new row manually adds a small interruption at the moment a workflow should keep moving.

  • Append a blank row to the end of a specified Docsumo table.
  • Let Docsumo assign the next sequential ID and initialize fields as empty strings.
  • Start a data entry handoff with a clean row.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Docsumo once in the Notis portal.
  • 2Create an automation with a name and prompt from any channel, or in Automations, New Automation.
  • 3Tell Notis to add one empty row to the specified Docsumo table when the handoff occurs.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real webhook request and confirm the blank row appears in the intended table.

Questions about this workflow

Does the new row contain extracted document data?

No. The action creates an empty row with fields initialized as empty strings.

How is the new row identified?

Docsumo assigns the next sequential ID. Specify the target table in the prompt or request context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Docsumo. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Docsumo actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Enabled Document Types

Summarizes the document types enabled or disabled for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Table Row

Adds an empty row to the end of a database table.

ActionInstant

Get User Document Types

Lists the user’s available document types and limits.

ActionInstant

Create Folder

Creates a folder for organizing documents.

ActionInstant

MCA Analysis

Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.

ActionInstant

Delete Table

Permanently deletes one or more database tables.

ActionInstant

Get External Agents

Lists external agents configured for document or case processing.

ActionInstant

Get Table Data

Retrieves all data from a specified database table.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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