Give a document category its own folder
Create a clearly named place in Docsumo when a workflow needs a new category for organizing documents.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Folder
Creates a folder for organizing documents.
Why this helps
Without a clear folder, documents can be harder to find when a process or category is new.
- Create a Docsumo folder for a specified category or type.
- Use an ActiveMerge webhook as the start signal for the organizational task.
- Keep folder naming tied to the context you provide.
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 create a Docsumo folder using the category name supplied in the prompt or webhook context.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real webhook request and confirm the folder name is appropriate.
Questions about this workflow
Does creating the folder move documents into it?
The listed action creates a folder for organizing documents. It does not list a move operation.
Where does the folder name come from?
Provide the category or type in your prompt or webhook 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.
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.
ActiveMerge and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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