Bring invoice files into one review
When a document workflow relates to invoices, let Notis scan the Docsumo list and surface files that fit your review criteria.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List All Documents
Lists documents in the account.
Why this helps
Invoice files can be mixed into a broader document inventory, making a focused review take longer than it should.
- Review Docsumo's comprehensive document list after a webhook.
- Ask Notis to identify invoice-related files from returned data.
- Summarize matching files around criteria such as status, date, folder, or keyword when available.
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 review the Docsumo document list for invoice-related files and summarize the criteria you care about.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real webhook request and verify that the summary reflects the available document data.
Questions about this workflow
Does this analyze invoice contents?
No. The listed action fetches a document list. This workflow can identify relevant files from returned data but does not extract invoice fields.
Can it filter by invoice status or date?
The list action supports searching or filtering by type, status, creation date, folder, or keyword when those details are available.
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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